EVP, Whittier Trust
NOTABLE: Top OC rep for trust that made its money discovering Bakersfield oil fields. Whittier the oldest, largest multifamily office on West Coast, has $13.3B in assets under advisement. Chapman University’s Jim Doti on board. Board of OC YMCA. Bachelor’s, business, econ, University of Puget Sound.
RECENT: Opened Newport Beach office overlooking John Wayne Airport. Chair/board of directors, Pasadena Tournament of Roses. Tests out floats prior to parade.
QUOTABLE: “When you’re supporting a family, you want incredibly high-quality people in the firm who are going to stick around a long time.
FUN FACTS: Alma mater: University of Puget Sound; favorite film: “The Good, the Bad and the Ugly.”
