Timothy K. McCarthy

Managing Director, Business Development

Pasadena, CA

Tim McCarthy is a Managing Director at Whittier Trust, operating out of the Pasadena office. He spearheads firm-wide business development and marketing initiatives, drawing upon his four-decade tenure in the industry. Tim has established a reputation for forging thoughtful solutions for clients, ensuring their requirements are meticulously met.

He holds positions on the Board of Directors for both Whittier Trust Company and Whittier Advisors, reinforcing his commitment to the organization.

Before joining Whittier Trust, Tim was a Managing Director and Portfolio Specialist at Santa Barbara Asset Management, a subsidiary of Nuveen Investments. He catered to high-net-worth individuals, foundations, endowments, and institutional clients there. Earlier, he served as Managing Partner at Capital Partners, LLC, a Pasadena-based investment counseling firm. Here, his responsibilities spanned portfolio management and research. Before this tenure, he was a Partner and Portfolio Manager at Van Deventer & Hoch and began his career as a Registered Principal at Dean Witter Reynolds.

Tim holds a Bachelor’s degree in Business Administration from the University of Redlands. He is a member of the Los Angeles Society of Financial Analysts and the CFA Institute. Beyond his corporate responsibilities, Tim actively participates in the community, supporting endeavors like the California Art Club.

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