Whittier Trust
Nick Momyer, CAIA is a seasoned Senior Portfolio Manager with experience at top financial institutions such as Whittier Trust Company, Tiedemann Wealth Management, and BMO Harris Private Banking. With a background in International Political Economy and Finance, Nick specializes in managing custom investment portfolios for affluent families and their philanthropic foundations. Throughout their career, Nick has demonstrated expertise in consumer discretionary sector analysis, asset management, and aligning investment portfolios with client values and financial goals.
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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.