Senior Vice President, Client Advisor
Robert is a Senior Vice President, Client Advisor with the Whittier Trust Company of Nevada. Robert provides financial and fiduciary services to high net worth individuals and their families and works closely with multi-generational relationships including grantors, trustees, beneficiaries and business owners. He works extensively with his clients in the areas of trust and agency administration including document review, fiduciary accounting, investments, finance, real estate, taxes and estate planning.
Robert has 25 years in the trust and fiduciary services industry. Prior to joining Whittier Trust, he was a Vice President at Mechanics Bank in San Francisco, CA and had prior work experience as a Trust Officer for BNY Mellon.
Robert received his Bachelor’s degree in Economics from the University of California at Santa Cruz and also obtained a J.D. from San Francisco Law School. He also holds the Certified Trust and Financial Advisor (CTFA™) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Robert also serves on the Board of Directors of Sky Tavern.