Senior Vice President, Client Advisor At Whittier Trust Company
Current
Dec 2019 - Present
AeroLeads people directory · profile
Lori Houston Email & Phone Number
Senior Vice President, Client Advisor at Whittier Trust Company
at
Whittier Trust Company
1 work email found
@whittiertrust.com
1 phone found area 775
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Client Advisor at Whittier Trust Company
Location
United States, United States, United States
Company size
Who is Lori Houston? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lori Houston is listed as Senior Vice President, Client Advisor at Whittier Trust Company at Whittier Trust Company, a company with 175 employees, based in United States, United States, United States. AeroLeads shows a work email signal at whittiertrust.com, phone signal with area code 775, and a matched LinkedIn profile for Lori Houston.
Lori Houston previously worked as Vice President, Client Advisor at Whittier Trust Company. Lori Houston holds Physical Sciences from The University Of British Columbia.
Company email context
Email format at Whittier Trust Company
This section adds company-level context without repeating Lori Houston's masked contact details.
{first_initial}{last}@whittiertrust.com
89% confidence
AeroLeads found 1 current-domain work email signal for Lori Houston. Compare company email patterns before reaching out.
Profile bio
About Lori Houston
Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle and Portland. 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.
Listed skills include Wealth Management, Finance, Estate Planning, Financial Advisory, and 6 others.
Current workplace
Lori Houston's current company
Company context helps verify the profile and gives searchers a useful next step.
Whittier Trust Company
2 roles · 26 years
Lori Houston work experience
A career timeline built from the work history available for this profile.
Vice President, Client Advisor
CurrentExceptional relationship and client service in all areas of wealth management. Graduate of the Cannon Financial Institute's Trust School and hold a Certified Trust and Financial Advisor (CTFA) designation. Member of Estate Planning Council of Seattle, and East King County Estate Planning Council and the Northwest Family Business Advisors in Washington.
2000 - Present
~26 yrs 4 mos
Team & coworkers
Colleagues at Whittier Trust Company
Other employees you can reach at whittiertrust.com. View company contacts for 175 employees →
XS
Xiomara Sharif
Colleague at Whittier Trust Company
Covina, California, United States, United States
View →
LG
Lori Gallagher
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
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SP
Susanna Prohoroff
Colleague at Whittier Trust Company
South Pasadena, California, United States, United States
View →
WB
Whit Batchelor, Cfp®
Colleague at Whittier Trust Company
Newport Beach, California, United States, United States
View →
CH
Chad Horan
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
View →
CL
Cynthia Larres
Colleague at Whittier Trust Company
South Pasadena, California, United States, United States
View →
SE
Socorro E Martinez
Colleague at Whittier Trust Company
South Pasadena, California, United States, United States
View →
HB
Heidi Bitterman
Colleague at Whittier Trust Company
Seattle, Washington, United States, United States
View →
LK
Linn K.
Colleague at Whittier Trust Company
United States, United States
View →
KF
Keith Fuetsch
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
View →
Xiomara Sharif
Colleague at Whittier Trust Company
Covina, California, United States, United States
View →
LG
Lori Gallagher
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
View →
SP
Susanna Prohoroff
Colleague at Whittier Trust Company
South Pasadena, California, United States, United States
View →
WB
Whit Batchelor, Cfp®
Colleague at Whittier Trust Company
Newport Beach, California, United States, United States
View →
CH
Chad Horan
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
View →
CL
Cynthia Larres
Colleague at Whittier Trust Company
South Pasadena, California, United States, United States
View →
SE
Socorro E Martinez
Colleague at Whittier Trust Company
South Pasadena, California, United States, United States
View →
HB
Heidi Bitterman
Colleague at Whittier Trust Company
Seattle, Washington, United States, United States
View →
LK
Linn K.
Colleague at Whittier Trust Company
United States, United States
View →
KF
Keith Fuetsch
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
View →
1 education record
Lori Houston education
FAQ
Frequently asked questions about Lori Houston
Quick answers generated from the profile data available on this page.
What company does Lori Houston work for?
Lori Houston works for Whittier Trust Company.
What is Lori Houston's role at Whittier Trust Company?
Lori Houston is listed as Senior Vice President, Client Advisor at Whittier Trust Company at Whittier Trust Company.
What is Lori Houston's email address?
AeroLeads has found 1 work email signal at @whittiertrust.com for Lori Houston at Whittier Trust Company.
What is Lori Houston's phone number?
AeroLeads has found 1 phone signal(s) with area code 775 for Lori Houston at Whittier Trust Company.
Where is Lori Houston based?
Lori Houston is based in United States, United States, United States while working with Whittier Trust Company.
What companies has Lori Houston worked for?
Lori Houston has worked for Whittier Trust Company.
Who are Lori Houston's colleagues at Whittier Trust Company?
Lori Houston's colleagues at Whittier Trust Company include Xiomara Sharif, Lori Gallagher, Susanna Prohoroff, Whit Batchelor, Cfp®, and Chad Horan.
How can I contact Lori Houston?
You can use AeroLeads to view verified contact signals for Lori Houston at Whittier Trust Company, including work email, phone, and LinkedIn data when available.
What schools did Lori Houston attend?
Lori Houston holds Physical Sciences from The University Of British Columbia.
What skills is Lori Houston known for?
Lori Houston is listed with skills including Wealth Management, Finance, Estate Planning, Financial Advisory, Trusts, Investments, Asset Management, and Portfolio Management.
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