Thomas Doud Email & Phone Number

South Pasadena, Ca, Us

La Canada Flintridge, California, United States

South Pasadena, California

Tom is a Senior Vice President, Client Advisor of Whittier Trust. He provides client administrative services to high net worth individuals and families, with a focus on their equity and fixed-income portfolios. He also has extensive experience in delivering investment management services to corporations, non-profit groups, religious organizations, charitable remainder trusts, and community organizations.Tom brings to Whittier Trust over eighteen years of financial planning, portfolio management, and investment strategy experience. His most recent position was as Partner at Crowell, Weedon & Co. in Los Angeles.Whittier Trust has roots back to 1935 as the family office of the Whittier family, who were entrepreneurs in the oil and gas and real estate industries in Southern California. Almost 80 years later, we are still privately-held and continue to have a singular focus: managing wealth for individuals, families and their related entities. The Whittier model is based on Five Pillars of Wealth Management: investment management and consulting, fiduciary services, family office, philanthropic advisory, and real estate. Over the years, we have cultivated expertise in all of these areas so that we are provide our clients with the right answers to complex estate, tax, insurance, philanthropic, investment and other wealth management-related issues.

Los Angeles, Ca

Education record

Education record

Education record