Peter Zarifes
Strategic Wealth Management Executive | Organizational Transformation & Growth Expert
- Role
- Managing Director Director of Wealth Management at Whittier Trust Company
- Location
- San Marino, CA, US
- LinkedIn followers
- 500 followers
About Peter Zarifes
Accomplished executive with over 30 years of experience in wealth management, family…
Experience
Managing Director Director of Wealth Management
Jan 2011 — Present · CA
Led the strategic development and implementation of Whittier Trust’s wealth management platform, encompassing investments, family office, fiduciary, philanthropic, and special asset services. Rebranded and restructured the firm’s industry positioning, including overhauling marketing materials. Regularly engaged as a public speaker on wealth management, addressing attorneys, CPAs, and business owners nationwide.*Contributed to high-level decision-making and firm-wide strategy, serving on Whittier’s Board of Directors Management Executive Committee.*Oversaw and managed over $3B in client assets through the leadership of three client advisor teams.*Achieved top new business initiator status since 2011, playing a key role in securing new business across the company.*Contributed articles to national publications and spoke at numerous conferences on wealth management topics.
Education
Harvard Business School
MBA, General Management, Finance
1988 — 1990
Claremont McKenna College
BA, Economics
1982 — 1985
Skills
- Business Strategy
- Investment Advisory
- Alternative Investments
- Asset Managment
- Business Development
- Venture Capital
- Investments
- Portfolio Management
- Wealth Management
- Business Valuation
- Hedge Funds
- High Net Worth Individuals
- Start-Ups
- Investment Management
- Asset Allocation
- Equities
- Asset Management
- Private Equity
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