Greg Custer
Nessuna posizione attualmente
Profilo
Prior to joining Whittier Trust in 1999, Mr. Custer spent a number of years with City National Bank in Beverly Hills and then Citizens Business Bank in Pasadena managing personal trust accounts and his clients' real estate assets.
Mr. Custer received his Bachelor of Arts degree in Business Administration and his Bachelor of Science in Economics from the University of Puget Sound.
He is a graduate of Cannon Financial Institute's Trust School and holds a Certified Trust and Financial Advisor (CTFA) designation.
Mr. Custer is a past President and current member of The Southern California Trust Officers' Association and The Fiduciary Round Table.
He is also a member of the San Marino Rotary, the Pasadena Tournament of Roses, the 5 Keys Estate Planning Council of Glendale Adventist Hospital, The Estate Planning Council of Arcadia Methodist Hospital.
Precedenti posizioni note di Greg Custer
| Società | Posizione | Fine |
|---|---|---|
City National Bank (Los Angeles, California)
 City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Formazione di Greg Custer
| University of Puget Sound | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
City National Bank (Los Angeles, California)
City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Finance |
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