![Greg Custer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Greg Custer
Nessuna posizione attualmente
Finance
Consumer Services
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 Provides banking services | Corporate Officer/Principal | - |
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Corporate Officer/Principal | - |
Formazione di Greg Custer
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Finance |
University of Puget Sound
 University of Puget Sound Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
City National Bank (Los Angeles, California)
City National Bank (Los Angeles, California) Major BanksFinance Provides banking services | Finance |
