Jacob Rodriguez

Assistant Vice President, Portfolio Manager

Reno, NV

Jacob Rodriguez serves as an Assistant Vice President, Portfolio Manager at Whittier Trust’s Reno office. He joined Whittier Trust in 2017 and works with high-net-worth families, foundations, and endowments. In his role, he collaborates closely with clients to create comprehensive wealth management plans customized to their unique goals and circumstances. Additionally, Jacob focuses on equity research in the Technology Hardware and Consumer Staples sectors.

Jacob holds the Chartered Financial Analyst (CFA) charter and is a member of the CFA Society of Nevada. He graduated magna cum laude from William Jessup University with a bachelor’s degree in Business, concentrating in Finance, and is currently completing his MBA at the University of Nevada, Reno.

Outside of work, Jacob serves as Treasurer of the Food Bank of Northern Nevada and is a member of Giving What We Can. He also organizes volunteer events for Whittier Trust’s Reno office, supporting local nonprofits. Previously, he spent several years volunteering with Renown Hospice, providing companionship and support to patients and their families. In his free time, he enjoys collecting works by historical Nevada artists and traveling with his wife and two children.