SEATTLE – Whittier Trust Company, an independent wealth management company serving high-net-worth families, individuals and foundations across the United States, has hired Regina Bellody as a Vice President and Wealth Advisor at the firm’s Northwest location, which serves both Seattle and Portland, Ore.
Bellody brings a diverse background in law, fund development, relationship management, grantmaking and philanthropy, and estate and charitable gift planning to Whittier Trust. Previously, Bellody held a leadership role at an internationally renowned medical research institute, where she worked with high net worth individuals and families, corporations, investors, and foundations to achieve their goals through the use of asset and estate gifts and trusts.
It was Whittier Trust’s unique and comprehensive wealth management platform and the ability to provide highly personalized investment, fiduciary, philanthropic, and family office services that drew her to this role.
“We’re excited to welcome Regina to the Whittier Trust team,” said Paul Cantor, Executive Vice President and Northwest Regional Manager at Whittier Trust. “Regina’s diverse and expansive knowledge of wealth management, development and planning will be a great asset to our firm and our clients.”
Bellody graduated from Whittier Law School, summa cum laude, and holds a Certificate of Social Innovation from the University of Washington Evans School of Public Policy & Governance. She has earned the Chartered Advisor in Philanthropy professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services. Bellody is also a member of the Washington State Bar Association, the Seattle Philanthropic Advisors Network, the Washington Planned Giving Council, and the Washington Women’s Foundation. She serves as the Governance Chair and Board Secretary for the Intiman Theatre and as a volunteer and advisor to numerous community organizations.
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.. Whittier Trust’s wealth management platform serves over 420 families and 30 foundations throughout the U.S. with over $13 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. Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. To learn more, visit whittiertrust.com.