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Lori Houston

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Lori Houston

Senior Vice President, Client Advisor at Whittier Trust Company | Whittier Trust Company

Seattle, Washington, United States

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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.

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Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

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Lori Houston

Work Experience

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Senior Vice President, Client Advisor at Whittier Trust Company at

Whittier Trust Company

December 2019 - Present

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Vice President, Client Advisor at

Whittier Trust Company

January 2000 - Present

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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

mail

********@whittiertrust.com

Colleagues

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Thomas Frank

Adjunct Professor

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Peter Zarifes

Managing Director/Director of Wealth Management

Andy Volpp Ctfa

Vice President, Client Advisor

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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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