Whittier Trust
Elizabeth Anderson, CEPA has extensive work experience in the fields of finance and law firm marketing. Elizabeth worked as the Vice President at Whittier Trust Company from 2014 onwards, where they focused on developing new relationships and assisting business owners with succession planning. Elizabeth managed marketing and business development strategies and oversaw various relationships throughout Southern California. Prior to that, from 2002 to 2014, they served as the Law Firm Marketing Director at Clark & Trevithick.
Elizabeth Anderson, CEPA received their Bachelor of Arts degree in English from the University of California, Berkeley in 1987. In 2017, they also obtained a Certificate in Financial Planning from Pepperdine Graziadio Business School.
Whittier Trust
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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. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States.