Andy Volpp
Gestore di Portafoglio-Azioni presso Whittier Trust Co.
Profilo
Mr. Andrew D.
Volpp is a Vice President & Client Advisor at Whittier Trust Co. He provides financial and fiduciary services for high-net-worth individuals and families.
He collaborates closely with clients and their advisors to tailor investment and wealth strategies that meet their unique needs, goals, and values and has over 20 years of investment and wealth management experience for high-net-worth clients.
Prior to joining Whittier, Mr. Volpp was a Portfolio Manager and Investment Specialist with Dunham Trust Company.
Previously, he worked as a Portfolio Manager at The Davidson Group family office.
Andy also worked as a Senior Shareholder Account Representative and Fiduciary Assistant at The Capital Group Companies.
He earned his Bachelor of Science in Business Administration from Georgetown University in Washington, DC, earned his MBA from The University of Nevada.
Posizioni attive di Andy Volpp
| Società | Posizione | Inizio |
|---|---|---|
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Gestore di Portafoglio-Azioni | 01/07/2019 |
Precedenti posizioni note di Andy Volpp
| Società | Posizione | Fine |
|---|---|---|
Dunham Trust Co.
 Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Analyst-Equity | - |
Formazione di Andy Volpp
| Georgetown University | Undergraduate Degree |
| The University of Nevada, Reno | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Finance |
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