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
Nick Momyer
Northwest Regional Manager, Senior Portfolio Manager
TM
Travis Moore
Portfolio Manager & Vice President
Profile Photo
Sean Kraus
Senior Vice President & Senior Portfolio Manager
Profile Photo
David Dahl
President and Chief Executive Officer

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University