Greg Custer
EVP, Financial Advisor Delivering Wealth Management Solutions to Ultra-High Net Worth Families with a MultiFamily Office
- Role
- Commissioner at Whittier Trust Company
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Greg Custer
Whittier Trust Company is the largest multi-family office headquartered on the West Coast…
Experience
Commissioner
Feb 2025 — Present · Pasadena, CA, US
Pleased to be sit on the board of directors for the Rose Bowl Stadium. The Rose Bowl is an American outdoor athletic stadium, located in Pasadena, California, a northeast suburb of Los Angeles. Opened in October 1922, the stadium is recognized as a National Historic Landmark and a California Historic Civil Engineering landmark.
Skills
- Management
- Equities
- Asset Management
- Investments
- Wealth Management Services
- Investment Management
- Retirement Planning
- Asset Allocation
- Leadership
- Real Estate
- Event Planning
- Estate Planning
- Fixed Income
- Investment Advisory
- Tax
- Portfolio Management
- Public Speaking
- Mutual Funds
- Aviation Management
- Wealth Management
- High Net Worth Individuals
- Family Office Services
- Wealth
- Alternative Investments
- Financial Analysis
- Strategic Planning
- Customer Service
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