Matt Messerli

Assistant Vice President

San Francisco, CA

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 landscapes.

Before joining Whittier, Matt managed the accounting department and institutional investment portfolio at a local Reno bank. He initially joined Whittier as a Fund Accountant, preparing financial statements and conducting ad hoc financial analysis. After relocating to San Francisco, Matt transitioned to an Investment Analyst role, focusing on fundamental research, company valuation, and economic analysis.

Matt earned his MBA from the University of Nevada, Reno, complementing his undergraduate degree in Economics with a minor in Mathematics. As a CFA charterholder, he actively participates in the CFA Institute and CFA Society San Francisco. Matt also contributes to The Guardsmen, supporting at-risk inner-city youth. In his free time, he pursues his passions for spicy cuisine, travel, sports, concerts, and enjoying his family.