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, welcomes Mary Tallent-Stewart to their team as a client advisory associate. Her responsibilities include maintaining strong channels of communication with clients and upholding client satisfaction. WTC-NV also welcomes Jay Karpen to the team as an investment analyst. His responsibilities include assisting WTC-NV senior portfolio officers with the management of client accounts.
“We’re excited to welcome Mary and Jay to the team at Whittier Trust Company of Nevada,” said WTC-NV President Bill Ramsey. “They both represent an exciting time of growth for our company. Mary and Jay will assist clients and provide staff support internally.”
Tallent-Stewart brings more than 33 years of experience in the personal and corporate trust industries. Most recently, Tallent-Stewart served as assistant vice president & trust administrator at Zions Trust where she specialized in estate settlement, foundation and agency accounts. Prior to joining Zions Trust, Tallent-Stewart was part of the personal trust team at Pioneer Citizens Bank and a senior corporate trust officer at Bank of America and Security Pacific National Bank.
Prior to joining WTC-NV, Karpen worked at City of Hope, a major research hospital in Los Angeles. He helped oversee a $3 billion portfolio across asset classes, including global equities, fixed income, private equity, real assets and hedge funds. Before working at City of Hope, Jay worked at M. Safra & Co. Inc., a New York based family office, where he held several positions including investment analyst, manager of alternative investments, and treasurer.
Karpen graduated cum laude from Connecticut College with a dual major in economics and government. He is also a CFA charter holder.
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.