Guzman, Jessica
Jessica Guzman is a Vice President, Client Advisor at Whittier Trust’s Orange County office, where she partners with high-net-worth individuals and families to accumulate, manage, and preserve wealth across generations. Her expertise encompasses trust administration, family office services, and comprehensive financial planning. Jessica holds a Bachelor of Arts in English Literature with a minor in […]
Baeza, Libby
Libby is a Vice President, Client Advisor in Whittier Trust’s Orange County office. She is primarily responsible for providing intuitive family office services and assisting her clients in understanding their estate plans. Her responsibilities also include supporting the administration of trusts, overseeing family strategy, and investment objectives. Prior to joining Whittier in March 2021, […]
Flanary, Sean
Sean is an Assistant Vice President, Client Advisor with Whittier Trust Company of Nevada. He leverages the firm’s full range of services, including Investment Management, Trust, Philanthropy, Real Estate, and Family Office, to deliver comprehensive and customized solutions for clients. Sean began his career with Whittier Trust in 2021 as a Client Advisory Associate. He […]
Muzzin, Katie
Katie Muzzin is an Assistant Vice President and Investment Analyst at Whittier Trust. She supports the investment team with client reporting, portfolio management, and investment research. Katie also serves on the Alternatives Team, where she assists with the sourcing, due diligence, and selection of external investment managers. In addition, she is responsible for analyzing companies […]
Shanks, Kelsey
Kelsey Shanks serves as an Assistant Vice President and Client Advisor at Whittier Trust Company of Nevada. In her role, she leverages the firm’s full range of services, including Investment Management, Trust, Philanthropy, and Family Office Services, to deliver tailored solutions for clients. She focuses on cultivating meaningful relationships with individuals, families, and trusted advisors. […]
Hughes, Taylor
Taylor is a Vice President, Client Advisor in Whittier Trust’s Orange County Office. He is responsible for assisting in the administration of trusts, overseeing family strategy and structure, and financial planning. He is primarily responsible for providing high-touch family office services. Taylor earned his Bachelor’s degree in Economics from the University of California, Santa Barbara, […]
Ganu, Vikram
Vikram is a Senior Vice President and the Director of Tax at Whittier Trust, serving high-net-worth individuals and their related family businesses. His work primarily focuses on income and estate tax advice and planning for both Whittier Trust’s clients and client advisors. He also oversees Whittier Trust’s income tax compliance, tax processing, and individual retirement […]
Dodds, William G., CTFA
Will is a Vice President, Client Advisor, CTFA with Whittier Trust Company of Nevada, where he is responsible for providing solutions across the firm’s comprehensive capabilities in Investment Management, Trust, Philanthropic, and Family Office Services. His primary goal is building relationships with individuals and families and their trusted advisors. Will started his career in the […]
Ronco, David R., CFA®, CTFA®
David is a Senior Vice President and Senior Portfolio Manager with Whittier Trust. As a Senior Portfolio Manager, David is responsible for helping establish the investment philosophy and strategy of the firm, and for the selection of individual securities and appropriate asset allocation ranges for client portfolios. David advises clients on issues such as asset […]
Yun, Sarah
Sarah Yun is a Vice President in Whittier Trust’s Philanthropic Services Department. In this role, she leads the Young Adults Forward Fund, a family fund she has advised since 2021. The Young Adults Forward Fund envisions a Los Angeles where all young adults, particularly those transitioning from the child welfare or criminal justice system, thrive. […]