RENO – The Whittier Trust Company of Nevada, Inc. (WTC-NV), an independent wealth management company serving high-net-worth families, individuals and foundations across the United States, has hired Jacob Rodriguez as an investment associate. Rodriguez is responsible for assisting WTC-NV senior portfolio officers with the management of accounts for high net-worth individuals, families and foundations.
“We are excited to welcome Jacob to our team at The Whittier Trust Company of Nevada, Inc.” said Bill Ramsey, president of WTC-NV. “He will help play an important role in helping to provide financial and portfolio analysis as well as support the management of firm-wide fixed income strategies.”
Before joining Whittier Trust, Rodriguez was an accounting intern at Empire Safety and Supply where he administered daily reports, categorized daily invoices and performed audits that uncovered unallocated company revenue. At Sierra Nevada Corporation he served as an accounting intern where he composed reports for upper management and assessed key accounts for monthly trend review. Rodriguez started his career as executive director and business administrator at Lincoln Christian Life Center, located in Lincoln, Calif., where he directed staff, founded community events for hundreds of local residents and engineered marketing campaigns for events.
Rodriguez attended William Jessup University where he earned a degree in finance, magna cum laude.
About Whittier Trust:
Investment and Wealth Management Services are provided by Whittier Trust Company (WTC) and The Whittier Trust Company of Nevada, Inc. (WTC-NV) (referred to herein individually and collectively as “Whittier Trust”), state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. WTC-NV will be doing business as Whittier Trust in the State of Oregon. WHI may utilize the services of its subsidiary, Belridge Capital, LLC, an SEC registered investment advisor, to provide sub-advisory services for certain accounts and proprietary private fund investments. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast and has been serving Nevada since 1995. Whittier Trust’s wealth management platform serves over 350 families and 30 foundations throughout the U.S. with over $12 Billion in assets. WTC-NV offers a Nevada Trust Situs with greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. With an industry leading client-to-advisor ratio of 20-to-1, Whittier’s areas of expertise include Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting, and Real Estate & Energy. WTC has offices in Los Angeles, San Francisco and Orange County. WTC-NV has offices in Reno, Seattle and Portland. To learn more, visit http://www.whittiertrust.com.