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 advises multigenerational ultra-high-net-worth families on complex wealth management matters. Since joining Whittier Trust in 2019, he has guided clients through decisions involving investments, estate and legacy objectives, ownership and entity structures, tax-sensitive issues, and broader family balance sheet dynamics. A […]
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 […]
Pile, Ryan
Ryan Pile is a Senior 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. […]
Messerli, Matt
Matt serves as an Assistant Vice President, Investment Analyst 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 […]
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 […]