Philip Cook
Vice President, Client Advisor at Whittier Trust Company
- Role
- Vice President, Client Advisor at Whittier Trust Company
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Philip Cook
Whittier Trust is the oldest and largest privately-owned multi-family office headquartered in the Western United States. We provide holistic wealth management services to individuals, their families and their private foundations. These services include: investment management and consulting, fiduciary, family office, philanthropic and direct investments in energy and real estate. With over 150 professionals located in South Pasadena, CA, San Francisco, Reno, Seattle, and Costa Mesa we tailor solutions to meet each clients specific needs and objectives.
Experience
Vice President, Client Advisor
Apr 2025 — Present · Seattle, WA, US
Education
California State University, Fullerton
MS, Accountancy
2008 — 2009
UC Santa Barbara
BA, Business Economics
2002 — 2005
Skills
- S Corporations
- Corporate Tax
- Tax Accounting
- Cpa
- Partnership Taxation
- Tax Research
- Trusts
- Income Tax
- Big 4
- Tax
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