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 […]
Covell, Jr., David G.
David is a Senior Vice President and Client Advisor in Whittier Trust’s Pasadena office. He has a wide range of experience and expertise in the trust and estate planning arena. During his 28 year career, he has exclusively been focused on trust and estate planning issues. Dave has a Bachelor of Arts degree in economics […]
Beverage, Steve, CFP®, CIMA®
Steve is a Senior Vice President, Client Advisor in Whittier Trust’s San Francisco office. He assists clients in creating customized strategies and solutions in the areas of investment management, estate planning, business succession planning, tax-efficient generational wealth transfer and philanthropy. Working closely with their tax and legal advisors, Steve consults multi-generational, high-net-worth families to ensure […]
Ward, Steven
Steven Ward is a Vice President of Real Estate based in Whittier Trust’s Newport Beach office. His responsibilities include the oversight of Whittier Trust clients’ real estate assets and advising on their overall real estate-related requirements. This may include asset management, acquisitions, dispositions, financing, operations, and leasing. Steven also sources and evaluates new investment opportunities, […]
Lincroft, Yali
Yali Lincroft is a Vice President in Whittier Trust’s Philanthropic Services department, where she provides dedicated philanthropic advisement and program management to one of our large clients, the Walter S. Johnson Foundation. Yali brings to Whittier Trust over 20 years of experience in nonprofit children’s policy and program services. Prior to joining Whittier Trust, Yali […]