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 […]
Kraus, Sean C.
Sean is a Senior Vice President and Senior Portfolio Manager in Whittier Trust’s Southern California office. He is responsible for managing portfolios for individual high net worth clients, foundations and endowments. Prior to joining Whittier Trust, Sean worked as Chief Investment Officer and Head of Marketing for a top Los Angeles wealth management team at […]
Houston, Ian M.
Ian Houston is a Vice President and Client Advisor with Whittier Trust Company of Nevada. Ian provides financial and fiduciary services for high-net-worth individuals and families. Ian collaborates closely with clients and their advisors to tailor investment and wealth strategies that meet their unique needs, goals, and values. Prior to joining Whittier Trust, Ian worked […]
Fuetsch, Keith
Keith Fuetsch is Vice President with the Whittier Trust Company of Nevada. Keith provides financial and fiduciary services for high-net-worth individuals and families. Keith collaborates closely with clients and their advisors to tailor investment and wealth strategies that meet their unique needs, goals, and values. Keith has over six years of experience in Wealth Management. […]
Gard, William “Alec,” CTFA
Alec is a Vice President, Client Advisor in Whittier Trust’s Pasadena office, where he specializes in advising high-net-worth families, entrepreneurs, and executives. He works closely with his clients’ network of trusted professionals to develop customized solutions for wealth preservation, complex trust structures, and multi-generational planning. With a deep understanding of fiduciary investment management, Alec is […]
Frasca-Delaney, Kimberly
Kimberly Frasca-Delaney is a Senior Vice President, Client Advisor in the Pasadena office of Whittier Trust. She provides client advisory services to high-net-worth individuals, focusing particularly on intricate estate plans with complex legal structures. Prior to joining Whittier Trust in 2014, Kim practiced law with Russakow in Pasadena. She advised clients on estate planning, family […]
Duguid, Rebecca
Rebecca is a Senior Vice President, Client Advisor in Whittier Trust’s Reno office. Rebecca has been providing financial and fiduciary services to high net worth families for more than 29 years. Rebecca’s strength is building relationships with clients and their other professionals to provide seamless services in the areas of trust and agency administration. She […]