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Andy Volpp Ctfa

Andy Volpp Ctfa

Vice President, Client Advisor | Whittier Trust Company

Reno, Nevada, United States

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Andy Volpp Ctfa

Summary

Andy Volpp is a seasoned Vice President and Client Advisor at Whittier Trust Company, the largest multi-family office on the West Coast. With a robust background in wealth management, he specializes in alternative investments and trust services. Andy has a rich history of leadership roles, having progressed from Trust Fiduciary Assistant to Vice President in a span of over two decades. His expertise encompasses coaching, team leadership, and mentoring, making him a valuable asset in guiding high net worth families through complex financial landscapes. He holds an MBA with an emphasis in Finance from the University of Nevada-Reno and a Bachelor's degree from Georgetown University. His commitment to professional growth and client success is evident in his long-standing tenure in the financial services sector. Andy is passionate about fostering virtual collaboration and enhancing team dynamics in today's digital age.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Andy Volpp Ctfa

Work Experience

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Vice President, Client Advisor at

Whittier Trust Company

December 2020 - Present

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Assistant Vice President, Client Advisor at

Whittier Trust Company

July 2019 - December 2020

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Trust Portfolio Manager at

Dunham Trust Company

July 2016 - July 2019

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Portfolio Manager at

The Davidson Group

August 2008 - July 2016

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Trust Fiduciary Assistant at

Capital Group

January 2007 - January 2008

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Senior Shareholder Account Representative at

Capital Group

January 2005 - January 2007

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Relationship Manager at

E*TRADE from Morgan Stanley

January 2000 - January 2003

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Andy Volpp Ctfa

Education

University of Nevada, Reno, Master Of Business Administration (Mba)

January 2016 - January 2017

Georgetown University, Bachelor's Degree

January 1996 - January 2000

Frequently Asked Questions about Andy Volpp Ctfa

What is Andy Volpp Ctfa email address?

Andy Volpp Ctfa's primary email address is ******@whittiertrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Andy Volpp Ctfa work for?

Andy Volpp Ctfa is a Vice President, Client Advisor at Whittier Trust Company, a company specializing in Security brokers & dealers.

Where Andy Volpp Ctfa graduated from?

Andy Volpp Ctfa holds a degree in Emphasis In Finance from University of Nevada, Reno.

How can I directly contact Andy Volpp Ctfa?

To contact Andy Volpp Ctfa directly, you can use the email address ******@whittiertrust.com. Complete contact information is available upon registration with Muraena.

Who is Andy Volpp Ctfa?

Andy Volpp is a seasoned Vice President and Client Advisor at Whittier Trust Company, the largest multi-family office on the West Coast. With a robust background in wealth management, he specializes in alternative investments and trust services. Andy has a rich history of leadership roles, having progressed from Trust Fiduciary Assistant to Vice President in a span of over two decades. His expertise encompasses coaching, team leadership, and mentoring, making him a valuable asset in guiding high net worth families through complex financial landscapes. He holds an MBA with an emphasis in Finance from the University of Nevada-Reno and a Bachelor's degree from Georgetown University. His commitment to professional growth and client success is evident in his long-standing tenure in the financial services sector. Andy is passionate about fostering virtual collaboration and enhancing team dynamics in today's digital age.

Andy`s contact details

mail

******@whittiertrust.com

Colleagues

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Thomas Frank

Adjunct Professor

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Peter Zarifes

Managing Director/Director of Wealth Management

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Greg Custer

Member Board Of Directors

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Ryan Pile

Vice President, Client Advisor

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Rebecca Menhall Duguid

Senior Vice President

Renee Mcqueen

Vice President

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Richard Tozer Cfa Cipm

Vice President, Performance Reporting & Analytics

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Robert Renken

Executive Vice President and Deputy General Counsel

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Robert Lebeau Jd Ctfa Cfp

Senior Vice President

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Teague Sanders Cfa

Senior Vice President - Senior Portfolio Manager

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