Neben, Mathew N.S.
Mat is a Senior Vice President and Portfolio Manager in Whittier Trust’s Reno office. He manages equity, fixed income, and alternative assets for high-net-worth individuals and foundations. As a member of Whittier’s Investment Committee, Mat helps establish the overall investment strategy of the firm. He is also responsible for analyzing companies in the Communication Services […]
Millward, Gregg
Gregg Millward is a Vice President, Client Advisor in Whittier Trust’s Pasadena office, providing a full range of wealth management, family office and trust services to affluent individuals and families. He works closely with clients and their advisors to tailor strategies and solutions that meet their unique needs. Prior to joining Whittier Trust in 2023, […]
Kirk Dahl, Haley
Haley is a Senior Vice President, Client Advisor in Whittier Trust’s Orange County office. Haley develops and maintains relationships with clients and their existing team of professional advisors to provide seamless service in the areas of wealth management, philanthropy, family continuity, estate planning and trust services. Haley has specialized expertise in philanthropic advisory services for […]
Fields, CFA®, Nielsen I.
Nielsen I. Fields, CFA® is a Vice President, Portfolio Manager in Whittier Trust’s San Diego Office. As a Portfolio Manager, Nielsen performs fundamental industry and company research and is responsible for the selection of individual securities and appropriate asset allocation ranges for client portfolios. Nielsen advises clients on issues such as asset allocation, risk assessment, […]
Zideck, Ronald R.
Ron is a Director for The Whittier Trust Company of Nevada. Prior to joining Whittier Trust, Ron served as Director of Planned giving for the University of Nevada in Reno. Previously, he served as Managing Partner for the Reno, Nevada office of the national accounting firm of Grant Thornton LLP as well as being a […]
Ramsey, William E.
Bill Ramsey is a Director of The Whittier Trust Company of Nevada. Bill is the former president of Whittier Trust’s Nevada subsidiary, The Whittier Trust Company of Nevada, Inc., Bill opened Whittier’s Nevada subsidiary and offices in 1994 after working as a client advisory officer of the company’s California subsidiary for two years. Prior to […]
Levy, Robert L.
Robert Levy serves on the board of the Whittier Trust Company of Nevada and works with clients to create customized investment and wealth management solutions. As a Director of Investments, Robert is responsible for helping establish the investment philosophy and strategy of the firm, and for the selection of individual securities and appropriate asset allocation […]
Byrne, Dean R.
Dean is the Nevada Regional Manager, Executive Vice President and Senior Portfolio Manager with the Whittier Trust Company of Nevada. Dean is responsible for overseeing and assisting a team of professionals in the delivery of customized wealth management services. Dean advises high-net-worth clients on issues such as holistic asset allocation, risk assessment, efficient wealth transfer […]
Pizula, Steven G.
Steve Pizula spent his 40-plus year career with Deloitte & Touche LLP (“Deloitte”), where he served as a Supervising Audit Partner for some of the firm’s most significant multi-national public and privately held companies. He developed an outstanding reputation in Southern California as a trusted business advisor and resource to senior management and boards during […]
McCarthy, Timothy K.
Tim McCarthy is a Managing Director based in Whittier Trust’s Pasadena office, where he leads firm-wide business development and marketing strategy. With four decades of experience advising ultra-high-net-worth individuals, families, foundations, and institutions, Tim is known for pairing deep financial acumen with a consultative, solutions-oriented approach. His leadership has been instrumental in driving record-breaking growth […]