Peter Zarifes Email & Phone Number

San Marino, Ca, Us

Pasadena, Ca

Led the strategic development and implementation of Whittier Trust’s wealth management platform, encompassing investments, family office, fiduciary, philanthropic, and special asset services. Rebranded and restructured the firm’s industry positioning, including overhauling marketing materials. Regularly engaged as a public speaker on wealth management, addressing attorneys, CPAs, and business owners nationwide.*Contributed to high-level decision-making and firm-wide strategy, serving on Whittier’s Board of Directors Management Executive Committee. *Oversaw and managed over $3B in client assets through the leadership of three client advisor teams.*Achieved top new business initiator status since 2011, playing a key role in securing new business across the company.*Contributed articles to national publications and spoke at numerous conferences on wealth management topics.

Los Angeles, Ca

Oversaw over $2B in client assets by managing day-to-day client relationships in the Los Angeles office. Directed the coordination of comprehensive client services, including investment management, estate planning, trust administration, tax planning, personal financial planning, private banking, insurance, and philanthropy. Led and managed three teams of client account managers and administrative personnel, driving significant new business development.Served as Chairman of the California Trust Committee and participated in the Companies Held in Trust and Banking and Loan Committees. Held Series 7 and 63 securities licenses and completed Cannon Trust School Levels 1, 2, and 3.

Culver City, Ca And Marina Del Rey, Ca

Specialized in the valuation of middle market privately-held companies and intangible assets for estate planning, estate and gift tax determination, mergers and acquisitions, buy/sell agreements and financing. Managed and reviewed the work of a team of consultants who prepared written reports and analyses of business enterprise value, various intangible assets, lost earnings, loss of goodwill and various other damages for a variety of purposes. Contributing author to several books and publications on business valuation. Delivered depositions and testified in court numerous times as an expert witness.

Mba, General Management, Finance

Ba, Economics