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Lori Houston
Lori Houston
Senior Vice President, Client Advisor at Whittier Trust Company | Whittier Trust Company
Seattle, Washington, United States
Lori Houston
Summary
Lori Houston is a seasoned wealth management professional with over two decades of experience at Whittier Trust Company, where she currently serves as Senior Vice President, Client Advisor. Her expertise spans various domains including asset management, estate planning, and financial advisory, making her a key player in addressing the comprehensive wealth management needs of high net worth families and individuals. A graduate of the University of British Columbia with a specialization in Physical Sciences, Lori also holds a Certified Trust and Financial Advisor designation. She is actively involved in professional organizations such as the Estate Planning Council of Seattle. Lori's long tenure at Whittier Trust reflects her commitment to exceptional client service and relationship management in the financial sector. Her role requires a blend of strategic insight and personal touch, essential for fostering trust with clients. She is recognized for her ability to navigate complex financial landscapes and provide tailored advice.
Lori Houston
Work Experience
Senior Vice President, Client Advisor at Whittier Trust Company at
Whittier Trust Company
December 2019 - Present
Vice President, Client Advisor at
Whittier Trust Company
January 2000 - Present
Lori Houston
Education
Frequently Asked Questions about Lori Houston
What is Lori Houston email address?
Lori Houston'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 Lori Houston work for?
Lori Houston is a Senior Vice President, Client Advisor at Whittier Trust Company at Whittier Trust Company, a company specializing in Security brokers & dealers.
Where Lori Houston graduated from?
Lori Houston holds a degree in Physical Sciences from The University of British Columbia.
How can I directly contact Lori Houston?
To contact Lori Houston directly, you can use the email address ********@whittiertrust.com. Complete contact information is available upon registration with Muraena.
Who is Lori Houston?
Lori Houston is a seasoned wealth management professional with over two decades of experience at Whittier Trust Company, where she currently serves as Senior Vice President, Client Advisor. Her expertise spans various domains including asset management, estate planning, and financial advisory, making her a key player in addressing the comprehensive wealth management needs of high net worth families and individuals. A graduate of the University of British Columbia with a specialization in Physical Sciences, Lori also holds a Certified Trust and Financial Advisor designation. She is actively involved in professional organizations such as the Estate Planning Council of Seattle. Lori's long tenure at Whittier Trust reflects her commitment to exceptional client service and relationship management in the financial sector. Her role requires a blend of strategic insight and personal touch, essential for fostering trust with clients. She is recognized for her ability to navigate complex financial landscapes and provide tailored advice.
Lori`s contact details
********@whittiertrust.com
Colleagues
Adjunct Professor
Managing Director/Director of Wealth Management
Vice President, Client Advisor
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