Pasadena, CA (PRWEB) May 06, 2013
Whittier Trust, one of California’s oldest investment and wealth management firms, is pleased to announce the appointment of two new professional staff members.
Whittier Trust welcomes Thomas J. Frank, Jr. as Executive Vice President and Northern California Regional Manager. Based in the San Francisco office, he will also sit on the firm’s Executive Committee. Frank has a distinguished 26-year career working with high net worth individuals and families, most recently, as a Director at Abbot Downing, a division of Wells Fargo Bank. Prior to Abbot Downing, Frank held multiple leadership positions with Bessemer Trust for more than 15 years. At Whittier, Frank will be responsible for sourcing and managing client relationships as well as overseeing all aspects of the firm’s business in Northern California.
“Tom has a remarkable track record advising high net worth individuals, their families, their businesses and foundations on investment management, inter-generational wealth planning, trust administration, family dynamics and philanthropy,” said Michael Casey, President and CEO of Whittier Trust. “Our exclusive focus on individual clients, combined with our firm’s 20:1 client to administrator ratio, supports his considerable skill and experience tailoring investment and wealth management solutions.”
Frank holds a bachelor’s degree in Foreign Service from Georgetown University and a juris doctor from Brooklyn Law School. He is a member of the California Bar Association and is a certified investment management analyst (CIMA®) professional. He also serves on the development committee of De Marillac Academy, a school in San Francisco’s Tenderloin district serving the educational needs of at-risk children.
Lisa Parker joins Whittier Trust as Vice President of Philanthropic Services after a 27-year career in philanthropy, nonprofit management and multi-generational engagement in giving. Based in Whittier’s San Francisco office, she consults to high net worth clients and their families on a broad range of philanthropic management issues including private foundation and donor advised fund administration, grant making, talent and leadership development and next generation education and training.
Prior to joining Whittier Trust, Parker was Founder and Principal of Family Circle Advisors where she worked with philanthropic families on establishing effective giving plans, facilitating family retreats and leading giving experiences for family members of all ages. For the past 15 years, she has served as President and Executive Director of the Lawrence Welk Family Foundation, leading initiatives to alleviate poverty and creating youth philanthropy programs for the family’s fourth generation.
“Lisa brings an incredibly unique perspective to our clients combining her deep expertise in consulting to philanthropic families along with her personal experience leading a private family foundation,” says Julie Lytle Nesbit, Senior Vice President and Executive Director of Philanthropic Services at Whittier Trust. “Her hands-on approach to engaging and educating younger generation family members is an excellent addition to the multi-disciplinary teams we field to guide clients’ philanthropic endeavors.”
Parker graduated Phi Beta Kappa from the University of California, Los Angeles with a degree in social psychology and interned with the Family Philanthropy division of the Council on Foundations in Washington, DC. She is certified by 21/64 (a division of The Andrea & Charles Bronfman Philanthropies) as a multi-generational advisor to families. Parker serves as advisor and board member to numerous organizations working to build and expand the philanthropic sector including the USC Center on Philanthropy and Public Policy, Catalytic Women and the National Center for Family Philanthropy. She speaks nationally on raising charitable children, youth philanthropy, new models of giving and the evolution of family philanthropy – “From Lawrence Welk to Lady Gaga”.
Whittier Trust is an independent investment and wealth management firm with more than $8 billion under advisement, serving more than 270 families and 30 foundations throughout the U.S. The firm has helped families manage, grow and transfer wealth intergenerationally for seven generations. One of California’s oldest wealth management companies, and the only multi-family office headquartered on the West Coast, Whittier Trust began as the office for oil and gas entrepreneur Max Whittier. The firm serves clients across the nation from offices in Pasadena and San Francisco, California; Reno and Las Vegas, Nevada; and Seattle, Washington. To learn more, visit http://www.whittiertrust.com.