Edward Troy is a Senior Vice President, Client Advisor in the Pasadena office of Whittier Trust, where he builds and maintains relationships with clients and their networks of professional advisors to deliver cohesive, bespoke guidance on complex financial matters to high-net-worth individuals and families.
With nearly 2 decades of experience, Edward specializes in investment management (both public equities and alternative investments), cash flow planning and management, tactical estate and tax planning, multi-generational wealth transfer, trust administration, and an array of family office services. He works closely with clients to develop tailored strategies designed to preserve and grow wealth across generations, aligning financial decisions with each family’s long-term objectives.
Prior to joining Whittier, Edward served as Vice President at Offit Capital Advisors, a boutique registered investment advisory firm, for over 7 years, where he managed portfolios for high-net-worth individuals and multi-generational families. He also served as an Outsourced Chief Investment Officer for various endowments and private foundations. Prior to that, Edward spent 4 years at Kayne Anderson Rudnick as a Portfolio Manager Associate for their Large-cap and International strategies.
A native Southern Californian, Edward earned a Bachelor of Science degree in Economics from the University of California, San Diego, and is a CFA charter holder. He is an active member of the CFA Institute and the CFA Society of Los Angeles, and has previously held the FINRA Series 7, 63, and 65 licenses.