Tom is a Senior Vice President, Client Advisor of Whittier Trust. He provides client administrative services to high net worth individuals and families, with a focus on their equity and fixed-income portfolios. He also has extensive experience in delivering investment management services to corporations, non-profit groups, religious organizations, charitable remainder trusts, and community organizations.
Tom brings to Whittier Trust over eighteen years of financial planning, portfolio management, and investment strategy experience. His most recent position was as Partner at Crowell, Weedon & Co. in Los Angeles.
Tom earned his Bachelor of Arts in Political Science, with a concentration in International Relations, from California Polytechnic State University, San Luis Obispo. He is active in numerous organizations in the community, including San Gabriel Valley Habitat for Humanity, the Mojave Desert Land Trust, Rancheros Visitadores, and The Saddle & Sirloin Club.