Jeffrey J. Aschieris

Vice President, Client Advisor

Newport Beach, CA

Jeff is a Vice President, Client Advisor in Whittier Trust’s Orange County Office. In addition to trust administration and estate planning, he provides tailored family office services to Whittier Trust clients with an emphasis on personal financial planning.

Jeff earned his MBA from the USC Marshall School of Business and his Bachelor’s degree in business administration from the College of Charleston. He also holds the Certified Trust and Fiduciary Advisor (CTFA) designation.

He has sailed competitively his entire life and won two national championships while at the College of Charleston. Jeff is an avid runner and volunteers with Ainsley’s Angels, a charity dedicated to including wheelchair-bound children and adults in running races of all distances.

Prior to joining Whittier in 2018, Jeff assisted families and institutions with the acquisition and disposition of net-leased real estate properties at Sands Investment Group. Prior to his time in commercial real estate brokerage, Jeff fundraised for his alma mater’s athletic scholarship fund.