Investing is a balancing act between risk and reward in the best of times, but today’s uncertain economic climate and fluctuating markets present an unprecedented challenge for investors. While some people choose to stay with traditional options like money market funds and government bonds, others are taking on more risk with hard-money lending and alternative … [Read more...] about Overview of Investments in Nevada
The Whittier Trust Company of Nevada
Mary Tallent-Stewart and Jay Karpen join The Whittier Trust Company of Nevada, Inc.
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 … [Read more...] about Mary Tallent-Stewart and Jay Karpen join The Whittier Trust Company of Nevada, Inc.
Danny Schenker of The Whittier Trust of Nevada, Inc. Earns Certified Trust and Financial Advisor Designation
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 … [Read more...] about Danny Schenker of The Whittier Trust of Nevada, Inc. Earns Certified Trust and Financial Advisor Designation
Derek Hamblet of the Whittier Trust Company of Nevada, Inc. Achieves Certified Financial Planner Certification
RENO – Derek Hamblet, Client Advisor – Officer with The Whittier Trust Company of Nevada, Inc. (WTC-NV), recently obtained his CERTIFIED FINANCIAL PLANNER certification in accordance with Certified Financial Planner Board of Standards Inc. (CFP Board) certification requirements. Hamblet is responsible for providing financial, fiduciary and family office services to high … [Read more...] about Derek Hamblet of the Whittier Trust Company of Nevada, Inc. Achieves Certified Financial Planner Certification
Jacob Rodriguez Named as an Investment Associate at the Whittier Trust Company of Nevada, Inc.
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, … [Read more...] about Jacob Rodriguez Named as an Investment Associate at the Whittier Trust Company of Nevada, Inc.
Kelsey Dory Named Marketing Associate at the Whittier Trust Company of Nevada, Inc.
RENO, Nev. – The Whittier Trust Company of Nevada, Inc. (WTC-NV) has hired Kelsey Dory as a marketing associate. Dory will provide administrative duties in marketing and sales for WTC-NV’s office in Reno as well as support to WTC-NV’s affiliate, The Whittier Trust Company (WTC). “We are very pleased to add Kelsey to our team. She will provide support throughout our … [Read more...] about Kelsey Dory Named Marketing Associate at the Whittier Trust Company of Nevada, Inc.
S. Victoria Kahn named Vice President, Client Advisor at The Whittier Trust Company of Nevada, Inc.
RENO, Nev. – The Whittier Trust Company of Nevada, Inc. (WTC-NV) has hired S. Victoria Kahn as Vice President, Client Advisor. Kahn will provide financial and fiduciary services to high net worth clients, and specialize in helping individuals and families to create tax-advantaged, asset protection and estate planning solutions. She will work with the WTC-NV’s clients in the … [Read more...] about S. Victoria Kahn named Vice President, Client Advisor at The Whittier Trust Company of Nevada, Inc.
Robert LeBeau named Vice President, Client Advisor at The Whittier Trust Company of Nevada, Inc.
RENO, Nev. – The Whittier Trust Company of Nevada, Inc. (WTC-NV) has hired Robert LeBeau as Vice President, Client Advisor. LeBeau will provide financial and fiduciary services to high net worth individuals and their families and work closely with multi-generational relationships including grantors, trustees, beneficiaries and business owners. He will work extensively with … [Read more...] about Robert LeBeau named Vice President, Client Advisor at The Whittier Trust Company of Nevada, Inc.