Reinforcing Whittier Trust’s Culture of Excellence and Longstanding Commitment to Leadership Rooted in Client Service.
As Senior Vice President and Client Advisor, Derek will continue guiding high-net-worth families, individuals, and tax-exempt entities as they navigate complex financial decisions while building multi-generational strategies designed to grow and protect wealth. With Nevada’s favorable trust environment, Derek works closely with clients, their families, and their advisors to ensure they maximize the unique benefits available to them in the state.
“Derek’s journey at Whittier Trust reflects steady growth and a consistent commitment to clients,” said David Dahl, President and CEO of Whittier Trust. “From his early work as an analyst to his leadership today as a trusted advisor, he has continually built on his expertise and deepened his relationships with families. This promotion to Senior Vice President recognizes the impact he has made and the value he will continue to bring to our Nevada clients.”
Derek began his Whittier Trust career as an Investment Analyst, where he focused on equity research in telecommunications and healthcare and supported the management of accounts for families and foundations. Over the years, he transitioned into advisory work, where his ability to connect with clients and tailor solutions earned him recognition and trust across generations.
A graduate of the University of Nevada, Reno, Derek holds a Bachelor of Science in Finance with an emphasis in Economics and Accounting, as well as a Master of Business Administration (MBA). He has continued to sharpen his expertise through advanced designations, including CERTIFIED FINANCIAL PLANNER® professional, Certified Trust and Fiduciary Advisor (CTFA), and Honors Graduate of Cannon Trust School. He also remains engaged with the community as a member of the University of Nevada, Reno Foundation Planned Giving Advisory Council.
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