RENO, Nev. – 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 promoted Derek S. Hamblet to Vice President, Client Advisor in the firm’s Reno location.
His responsibilities include building individualized, multi-generational strategies and solutions, as well as upholding a high standard of client satisfaction.
“Derek’s outstanding client relations continue to make him a great asset to our team,” said WTC-NV President Bill Ramsey. “With more than 12 years of investment management and fiduciary experience, Derek has a demonstrated history of exceeding our clients’ needs. We look forward to seeing him thrive in his new leadership position.”
Hamblet previously served as an Investment Analyst for Whittier Trust where he analyzed telecommunications and health care companies for core equity strategies. Additionally, he assisted with the management of accounts for high net-worth clients. Before joining Whittier Trust, Hamblet held the position of Product Specialist at Pertrac Financial Solutions where he focused on investment analytics, solutions and support for asset managers worldwide.
Hamblet earned his Bachelor of Science degree in finance with an emphasis in economics and accounting from the University of Nevada, Reno in 2006 and earned his certificate in financial planning from Bryant University. Hamblet is also a Certified Trust and Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional. An honors graduate of Cannon Trust School, Hamblet holds the Certified Trust and Financial Advisor (CTFA) designation and is a member of the University of Nevada, Reno Foundation Planned Giving Advisory Counsel.
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.