CoverProfile

Dean Byrne

Senior Vice President & Senior Portfolio Manager

Whittier Trust Company

United States, Nevada, Reno

About Me

Dean is the Nevada Regional Manager, Senior Vice President and Senior Portfolio Manager with the Whittier Trust Company of Nevada. Dean is responsible for overseeing and assisting a team of professionals in the delivery of customized wealth management services. Dean manages equity, fixed income and alternative assets for ultra-high-net-worth individuals and foundations. Dean advises clients on issues such as efficient wealth transfer strategies, holistic asset allocation, risk assessment, and the importance of after-tax performance. Dean is part of the Investment Committee at Whittier Trust.

Profile Information

Senior Vice President & Senior Portfolio Manager

Whittier Trust Company

Investment Team

Investor

Multi-Family Office

Reno

Nevada

United States

May 15, 2024

More profiles to browse

Profile Photo
Mathew Neben
SVP, Portfolio Manager
Profile Photo
Liam J. McGuinness
Executive Vice President and Chief Financial Officer
PC
Paul Cantor
Retired
CA
Craig Ayers
Senior Vice President & Senior Portfolio Manager

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation