Mason, Christy
Christy Mason is a Vice President and Client Advisor in Whittier Trust’s Newport BeachOffice, where she provides comprehensive wealth management, family office, and trustservices to high-net-worth individuals and families. She is committed to building long-termrelationships and delivering thoughtful, personalized guidance aligned with each client’sunique financial goals. Prior to joining Whittier Trust, Christy was a Vice […]
Wickers, Carie
Carie is Senior Vice President and Controller of Whittier Trust, where she manages the Corporate Accounting department. Carie has more than 30 years of accounting experience. Prior to joining Whittier in 2010, Carie served as Vice President and Manager of Financial Planning and Reporting/Analysis for Union Bank’s Wealth Management Division and as the CFO and […]
Filter, Jimmy
Jimmy Filter is an Assistant Vice President, Client Advisor in Whittier Trust’s Orange County Office. He serves as a primary point of contact for clients, providing personalized family office services while facilitating the development and execution of complex estate plans. Prior to joining Whittier Trust, Jimmy held roles at UBS Private Wealth Management and eToro […]
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 […]