Dean is a Senior Vice President and Senior Portfolio Manager with the Whittier Trust Company of Nevada. Dean manages equity, fixed income and alternative assets for high net worth individuals and foundations. Dean advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolio. Dean is part of the Investment Committee at Whittier Trust. He is the primary analyst for the Consumer Staples sector and previously covered the Utilities, Telecommunications, and Basic Materials sectors.
Prior to joining Whittier Trust, Dean worked in the Private Bank at Bank of America. Dean holds the designation of Chartered Financial Analyst (CFA®) and is a member of the CFA Society of Nevada. He received his Bachelor’s degree in Finance from the University of Nevada, Reno (UNR). Dean is a Trustee Emeriti for the Board of the University of Nevada Foundation and is an Investment Committee member. He is also a member of the University’s Silver and Blue Society and sits on the Advisory Board for the school’s College of Business.