Whittier Trust welcomes Christy Mason as Vice President, Client Advisor in the firm’s Newport Beach office.
Christy brings more than 12 years of experience across investment and alternative products. Prior to joining Whittier Trust, she served as a Vice President at PIMCO, where she focused on regulatory compliance, working extensively with securities laws and supporting regulatory oversight.
In her role at Whittier Trust, Christy will provide comprehensive wealth management, family office and trust services to clients. Christy is recognized for her thoughtful, personalized guidance aligning family’s long term financial goals and broader family priorities.
“Christy brings a strong combination of advisory experience and legal training to our Newport Beach office,” said David Dahl, President and CEO of Whittier Trust. “Her background in regulatory matters, along with her focus on building long term client relationships, enhances our ability to provide preeminent service.”
Christy earned a Bachelor of Science in Policy, Planning and Development and a
Bachelor of Arts in International Relations from the University of Southern California.
She also holds a Master of Science in International Public Policy from University
College London and a Juris Doctor from Syracuse University College of Law.
Outside of the office, she enjoys traveling and spending time on the water with her husband and their two children.
For more information about Whittier Trust, start a conversation with an advisor today by visiting our contact page.