Timothy K. McCarthy

Managing Director, Business Development

Pasadena, CA

Tim McCarthy is a Managing Director based in Whittier Trust’s Pasadena office, where he leads firm-wide business development and marketing strategy. With four decades of experience advising ultra-high-net-worth individuals, families, foundations, and institutions, Tim is known for pairing deep financial acumen with a consultative, solutions-oriented approach. His leadership has been instrumental in driving record-breaking growth for the firm, expanding client relationships across generations, and mentoring the next generation of Whittier professionals.

Tim serves on the Board of Directors of both Whittier Trust Company and Whittier Advisors, contributing to strategic oversight and governance at the highest levels. A champion of collaboration and long-term planning, he is recognized for building high-performing teams and for his commitment to client service excellence.

Prior to joining Whittier Trust, Tim was a Managing Director and Portfolio Specialist at Santa Barbara Asset Management, a subsidiary of Nuveen Investments, where he advised a diverse set of high-net-worth and institutional clients. He also served as Managing Partner of Capital Partners, LLC, an independent investment counseling firm in Pasadena, and previously held senior portfolio management roles at Van Deventer & Hoch. Tim began his career as a Registered Principal with Dean Witter Reynolds.

He earned a Bachelor’s degree in Business Administration from the University of Redlands and is active in numerous civic and professional organizations.