RENO – Danny Schenker, Client Advisory Associate with The Whittier Trust Company of Nevada, Inc. (WTC-NV), recently earned his Certified Trust and Financial Advisor (CTFA) designation through Cannon Financial Institute. Recognized by the American Bankers Association, the CTFA certification demonstrates expertise in the wealth and trust field. Schenker specializes in family office and trust services for WTC-NV’s high-net worth individuals and families.
“We are very proud that Danny has earned the distinguished Certified Trust and Financial Advisor designation,” said Bill Ramsey, president of WTC-NV. “This shows his commitment to his professional development and to our clients by furthering his knowledge in taxes, investments, financial planning, trusts and estates.”
Schenker has more than three years of experience at WTC-NV. He started as an intern in 2015 and was promoted to a full-time Client Advisory Associate in 2016.
Schenker received his bachelor’s degree in business administration with an emphasis in economics and finance from the University of Nevada, Reno. He volunteers as a young professional committee member for Big Brothers Big Sisters of Northern Nevada.
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.