Tom Frank is an Executive Vice President, in Whittier Trust’s San Francisco office. In addition to overseeing the Northern California region, he is responsible for key corporate areas, including operations, IT, client reporting and Client Advisor training and development. Tom also manages complex client relationships, providing expertise in investments, planning, family dynamics, and fiduciary services.
Tom joined Whittier Trust in 2013 and brings over 39 years of experience working with wealthy individuals and their families. His background includes leadership roles in investment consulting, banking, trust and fiduciary services, family education, and financial administration. Before joining Whittier Trust, Tom held senior positions at Abbot Downing and Bessemer Trust, where he served as West Coast Region Head. He also worked with DLJ Asset Management and U.S. Trust.
Tom earned his J.D. from Brooklyn Law School and a B.S. in Foreign Service from Georgetown University. He is a member of the California Bar Association and a Registered Trust and Estate Practitioner (TEP). Tom holds the Certified Trust and Fiduciary Advisor (CTFA) designation and the Certified Investment Management Analyst (CIMA). Additionally, he has served as an adjunct professor in the LL.M. in Tax program at Golden Gate University School of Law.
Committed to community service, Tom is a past trustee of De Marillac Academy, a former President and Director of the San Francisco Estate Planning Council and has volunteered as a mentor with Big Brothers Big Sisters. He currently serves on the Board of the American Bankers Association Trust and Wealth Schools.
