Whittier Trust
Steve Beverage, CFP®, CIMA® is a Senior Vice President and Senior Client Advisor at Whittier Trust Company, the largest multi-family office on the West Coast, where Steve has been since June 2021. With extensive experience in wealth management, Steve previously held senior roles at City National Bank, Citi Private Bank, Abbot Downing, and Wells Fargo Investments, LLC. Notable educational credentials include certification from the Wharton Executive Education's Certified Investment Management Analyst® Program and a Bachelor of Science in Business Administration from Boston College.
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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.