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Andy Volpp Ctfa
Andy Volpp Ctfa
Vice President, Client Advisor | Whittier Trust Company
Reno, Nevada, United States
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.
Andy Volpp Ctfa
Work Experience
Vice President, Client Advisor at
Whittier Trust Company
December 2020 - Present
Assistant Vice President, Client Advisor at
Whittier Trust Company
July 2019 - December 2020
Trust Portfolio Manager at
Dunham Trust Company
July 2016 - July 2019
Portfolio Manager at
The Davidson Group
August 2008 - July 2016
Trust Fiduciary Assistant at
Capital Group
January 2007 - January 2008
Senior Shareholder Account Representative at
Capital Group
January 2005 - January 2007
Relationship Manager at
E*TRADE from Morgan Stanley
January 2000 - January 2003
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
******@whittiertrust.com
Colleagues
Adjunct Professor
Managing Director/Director of Wealth Management
Member Board Of Directors
Vice President, Client Advisor
Senior Vice President
Vice President
Vice President, Performance Reporting & Analytics
Executive Vice President and Deputy General Counsel
Senior Vice President
Senior Vice President - Senior Portfolio Manager