Steve Beverage
Senior Vice President, Client Advisor at Whittier Trust Company
- Role
- Senior Vice President, Senior Client Advisor at Whittier Trust Company
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Steve Beverage
Assists clients in creating customized strategies and solutions in the areas of…
Experience
Senior Vice President, Senior Client Advisor
Jun 2021 — Present · San Francisco, CA, US
Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno and Seattle. 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.
Education
Boston College Carroll School of Management
Bachelor of Science (B.S.), Business Administration, Management and Operations
1998 — 2002
Wharton Executive Education
Certified Investment Management Analyst® Program
2013 — 2013
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