Peter Zarifes
Managing Director Director of Wealth Management @Whittier Trust Company
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WORK HISTORY
Managing Director Director of Wealth Management @Whittier Trust Company
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
Claremont McKenna College
BA, Economics
SKILLS
ABOUT PETER ZARIFES
Accomplished executive with over 30 years of experience in wealth management, family…
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