Steve is a Senior Vice President, Client Advisor in Whittier Trust’s San Francisco office. He assists clients in creating customized strategies and solutions in the areas of investment management, estate planning, business succession planning, tax-efficient generational wealth transfer, and philanthropy. Working closely with their tax and legal advisors, Steve consults multi-generational, high-net-worth families to ensure they achieve all of their financial, business enterprise, philanthropic, and legacy planning goals.
Steve brings over eighteen years of experience in servicing high-net-worth families and individuals. Prior to joining Whittier Trust, he was a Private Banker at City National Bank as well as Citi Private Bank, where he managed a portfolio of high-net-worth relationships. Previously Steve was Vice President at Abbot Downing, focusing on investment, business and legacy planning for family offices.
Steve is a Certified Financial Planner™ and Certified Investment Management Analyst. He has a Bachelor of Science degree from the Carroll School of Management at Boston College. Steve is a member of the Investments and Wealth Institute and serves on the Board at De Marillac Academy.