RENO, NV / ACCESSWIRE / October 19, 2022 / In addition to his new duties as head of the Whittier Trust Reno office, Dean manages equity, fixed income, and alternative assets for high-net-worth individuals and foundations. Dean advises clients on issues such as efficient wealth transfer strategies, the Nevada Tax Advantage, holistic asset allocation, risk assessment, and the importance of after-tax performance. Dean sits on the board of The Whittier Trust Company of Nevada and is a member of the Investment Committee at Whittier Trust.
"Dean is a fabulous portfolio manager, and an extraordinary leader. As we were carefully weighing our options for this role, Dean rose to the top immediately. Dean also has an outstanding team of talented and dedicated professionals. As the largest private multi-family office headquartered in Nevada, leadership is critical to our mission of serving clients. Nevada is in great hands, and we look forward to our continued growth in Reno, Lake Tahoe and throughout the state," stated David Dahl, CEO of Whittier Trust.
Dean holds the designation of Chartered Financial Analyst (CFA®) and is a member of the CFA Society of Nevada. He received his Bachelor's degree in Finance from the University of Nevada, Reno (UNR), and currently serves on the Board of the University of Nevada Foundation as a member of their Investment Committee. He is a member of the university's Silver and Blue Society and sits on the Advisory Board for the University of Nevada's College of Business. Dean also serves on the Board of Directors of Classical Tahoe.
For more information, contact Brandi J. Fields at BFields@whittiertrust.com, or visit www.whittiertrust.com.
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Collectively, Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (referred to herein individually and collectively as "Whittier Trust"), are state-chartered trust companies wholly owned by Whittier Holdings, Inc. ("WHI"), a closely held holding company. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast. Whittier Trust works with 545 families and over 40 foundations throughout the US and advises on nearly $18 billion in assets. The firm has helped individuals and families manage, grow and transfer wealth intergenerationally for six generations. The firm has offices in South Pasadena, San Francisco, Newport Beach, West Los Angeles, Reno, Seattle, and Portland. To learn more, visit http://www.whittiertrust.com.
Contact:
Brandi J. Fields
Whittier Trust
Email: BFields@whittiertrust.com
SOURCE: Whittier Trust
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