Sjoberg, Virginia L.

Ginny is a Senior Vice President, Senior Client Advisor in Whittier Trust’s San Francisco office. Ginny provides high touch, attentive services for several ultra-high net worth families located nationwide. Ginny advises clients with varied profiles on intergenerational planning, real estate, insurance, banking and tax. As the primary contact at Whittier Trust, she oversees multi-faceted wealth […]

Messerli, Matt

Matt serves as an Assistant Vice President in Whittier Trust’s San Francisco office. Leveraging his strong background in economics and accounting, he specializes in managing portfolios for high-net-worth individuals and foundations. Matt crafts customized investment strategies that align with clients’ unique goals, advising on asset allocation, risk assessment, strategic long-term planning, and navigating complex financial […]

Marquez, Maria H.

Maria H. Marquez is a Senior Vice President, Senior Client Advisor in Whittier Trust’s San Francisco office. She is responsible for assisting individuals and families with achieving their estate planning and wealth management goals. Maria seeks to help Whittier clients focus on what matters most to them and how best to enjoy and transition their […]

Beverage, Steve, CFP®, CIMA®

Steve is a Senior Vice President, Client Advisor in Whittier Trust’s San Francisco office. He assists clients in creating customized strategies and solutions in the areas of investment management, estate planning, business succession planning, tax-efficient generational wealth transfer and philanthropy. Working closely with their tax and legal advisors, Steve consults multi-generational, high-net-worth families to ensure […]

Normandin, Charlie R.

Charlie Normandin is a Vice President, Client Advisor in Whittier Trust’s San Francisco office. His keen attention to detail allows him to present his clients with optimal solutions to a wide array of challenges. Charlie’s primary focus is providing tailored family office services and fiduciary and financial planning for high-net-worth families and individuals. Prior to […]

Ayers, Craig T.

Craig is a Senior Portfolio Manager and Senior Vice President in Whittier Trust’s San Francisco office, where he specializes in working with high-net-worth families, including their philanthropic foundations and DAFs, to create individually tailored investment portfolios.  These tailored solutions include fitting investments to estate planning vehicles and often incorporate sustainability and environmental, social, and governance […]

Wikke, Devin

Devin is a Vice President, Client Advisor in Whittier Trust’s San Francisco and Menlo Park offices, where he manages the complex needs of affluent individuals and families. He is responsible for assisting in the administration of trusts, oversight of family foundations, and estate planning. He provides tailored family office services to Whittier Trust clients. Devin […]

Frank Jr., Thomas J.

Tom Frank is an Executive Vice President, Northern California Regional Manager in Whittier Trust’s San Francisco office. He is responsible for managing complex client relationships, including investments, planning and family dynamics and fiduciary services, as well as all operations, revenues, staff and other elements related to the Northern California region. Tom brings over thirty years […]