Dyana Stewart

Client Advisory Officer at Whittier Trust Company

Dyana Stewart's Professional Contact Details

Email (Verified)
****@whittiertrust.com
HQ
(800) 971-3660
Location
Los Angeles, California, US
Company
Whittier Trust Company
Person Seniority
entry

Dyana Stewart's Current Company Details

Since our founding as a family office for the Whittier family in 1935, we have been helping highly affluent individuals and families accomplish what's important to them — enriching and enhancin...
Since our founding as a family office for the Whittier family in 1935, we have been helping highly affluent individuals and families accomplish what's important to them — enriching and enhancing our clients'​ lives by providing expert guidance, superior investment performance, and exceptionally tailored service. We provide unrivaled investment, wealth management, fiduciary and philanthropic services within the personalized structure of a family office. At Whittier Trust, we consistently protect and grow wealth — one client at a time, from one generation to the next. 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. We offer a wide array of capabilities to address the full spectrum of wealth management needs. Our services include Investment management and consulting, fiduciary family office, philanthropic, and direct investments in energy and real estate. View our career opportunities here: https://whittiertrustcompany.gethired.com/
Founded Year
1989
Organization Website
whittiertrust.com
Organization Languages
English
Organization Revenue
21000
Alexa Ranking
987379
Current Technologies
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Job Functions

Accounting
Business Development
Marketing
Human Resources
Information Technology
Finance
Legal
real estate
energy
family office
investment management
trust services
philanthropic advisory services
wealth management
fiduciary expertise
philanthropic services
nevada trust situs
investment consulting
finance

Dyana Stewart's Work History and Education

Whittier Trust Company
Client Advisory Officer
2007 - Present

Colleagues at Whittier Trust Company

Managing Director
Vice President, Client Advisor & Philanthropic Services
Vice President, Philanthropic Services
Private Client Associate

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