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 […]
Reichert, Henry L.
Henry is a Vice President and Client Advisor in Whittier Trust’s Pasadena Office. He has two decades of wealth management experience serving affluent families. Before joining Whittier, Henry was a Senior Trust Officer in the Wealth Management Group of Wells Fargo Bank. Prior to Wells Fargo, Henry was on active duty for 11 years with […]
Pile, Ryan
Ryan Pile is a Vice President, Client Advisor in Whittier Trust’s Orange County office, where he provides a full range of wealth management, family office and trust services to affluent individuals and families. Ryan has been with Whittier Trust since 2021 and has extensive experience with wealth management, estate planning, and intergenerational wealth transfer. Prior […]
Messerli, Matt
Matt serves as an Assistant Vice President in Whittier Trust’s San Francisco office. Leveraging his strong background in economics and accounting, he specializes in managing portfolios for high-net-worth individuals and foundations. Matt crafts customized investment strategies that align with clients’ unique goals, advising on asset allocation, risk assessment, strategic long-term planning, and navigating complex financial […]
McGuinness, Liam J.
Liam is the Chief Financial Officer of the Whittier Trust Company. His responsibilities include overseeing the Corporate Accounting, Tax, and Client Accounting departments. Liam has over 25 years of financial services experience. Prior to joining Whittier in 2015, Liam served as Vice President of Corporate Finance at Oaktree Capital Management, L.P. in Los Angeles, where […]
Matteoni, Kristen D.
Kristen D. Matteoni is Vice President, Deputy General Counsel at Whittier Trust. She is responsible for assisting in the legal affairs of the Trust Company, including advising on trust, fiduciary, corporate, regulatory, and business matters. Kristen has nearly a decade of experience in trust and estate law. Prior to joining Whittier Trust, she was an […]
Marquez, Maria H.
Maria H. Marquez is a Senior Vice President, Senior Client Advisor in Whittier Trust’s San Francisco office. She is responsible for assisting individuals and families with achieving their estate planning and wealth management goals. Maria seeks to help Whittier clients focus on what matters most to them and how best to enjoy and transition their […]
LeBeau, Robert
Robert is a Senior Vice President, Client Advisor with the Whittier Trust Company of Nevada. Robert provides financial and fiduciary services to high net worth individuals and their families and works closely with multi-generational relationships including grantors, trustees, beneficiaries and business owners. He works extensively with his clients in the areas of trust and agency […]
La Dow, Kayla
Kayla La Dow is a Vice President, Portfolio Manager in Whittier Trust’s Orange County Office. She advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolios. Kayla is also part of the alternatives team at Whittier Trust. She has been with Whittier […]