David is the President & CEO of Whittier Trust Company and Whittier Holdings. For the past 25 years, his responsibilities have included overseeing all aspects of how Whittier Trust makes a meaningful and lasting difference in all aspects of their client’s wealth, family and legacy. Our firm’s unique approach to wealth management integrates the best practices of investment management, real estate management, and fiduciary, philanthropic, and family office services.
Prior to joining Whittier in 1993, David began his career as a portfolio manager with Chicago based Duff & Phelps Investment Management Company.
David earned his Bachelor’s degree from the University of San Diego and his MBA from the University of Southern California. He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).
David is Past President and Governor of the Los Angeles Society of Financial Analysts. He has served on the boards of both public and private technology, medical and oil & gas companies, and charitable organizations.
David has been a major NDF supporter and is an observer on of our Scientific Advisory Committee (SAC) since 2017 and we are pleased to have him as a NDF board member since 2020.