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. […]
Thicke, Carter W.
Carter is a Vice President, Client Advisor at Whittier Trust’s West Los Angeles office. He provides strategic advisory services to high-net-worth individuals, developing and maintaining relationships with clients and their trusted business professionals. Carter provides innovative solutions for complex estate planning and investment management, with a focus on privately held businesses, alternative asset classes, and […]
Suchodolski, Tom
Tom is a Vice President and Client Advisor in Whittier Trust’s Pasadena office, where he manages complex, multi-generational client relationships. He specializes in developing and facilitating the implementation of comprehensive, customized wealth management strategies for ultra-high-net-worth families. Prior to joining Whittier Trust in 2019, Tom was a part of the forensic accounting group at CBIZ […]
Sjoberg, Virginia L.
Ginny is a Senior Vice President, Senior Client Advisor in Whittier Trust’s San Francisco office. Ginny provides high touch, attentive services for several ultra-high net worth families located nationwide. Ginny advises clients with varied profiles on intergenerational planning, real estate, insurance, banking and tax. As the primary contact at Whittier Trust, she oversees multi-faceted wealth […]
Sanders, Teague
Teague is a Senior Vice President and Senior Portfolio Manager for Whittier Trust. In addition to being co-manager of our Small Cap and SMID investment strategies, he is a member of our Investment Committee and is responsible for analyzing Consumer Discretionary companies for the core equity strategies. Teague manages portfolios for both taxable and tax-exempt […]
Sanchez, Gus
Gus is Senior Vice President of Human Resources at Whittier Trust. He is responsible for Whittier’s talent acquisition, employee benefits, compensation, employee relations, talent development, and employee engagement. He is also responsible for the management of telecommunications, office services, premises maintenance, and security at all locations. Prior to joining Whittier Trust Gus held a number […]
Rodriguez, Jacob
Jacob Rodriguez serves as an Assistant Vice President, Portfolio Manager at Whittier Trust’s Reno office. He joined Whittier Trust in 2017 and works with high-net-worth families, foundations, and endowments. In his role, he collaborates closely with clients to create comprehensive wealth management plans customized to their unique goals and circumstances. Additionally, Jacob focuses on equity research in […]
Renken, Robert W.
Robert W. Renken is Executive Vice President, Deputy General Counsel at Whittier Trust. He is responsible for the legal affairs of the Trust Companies and their affiliated entities Bob brings to Whittier Trust over twenty years of experience in providing legal advice to closely held businesses and high net-worth individuals, focusing on business succession and […]