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Brett Webster

Brett Webster

Investment Associate at Whittier Trust Co. of Nevada Inc.

Los Angeles, CA , United States

About

Brett Webster is an Investment Associate at Whittier Trust Company, based in Los Angeles, CA. In his current role, he supports the delivery of tailored investment solutions to high-net-worth individuals, families, and foundations, focusing on portfolio management and client service in a multi-asset class environment. He is involved in due diligence, investment research, and implementation across a range of traditional and alternative asset classes, emphasizing thoughtful asset allocation for ultrahigh-net-worth clients.

Brett's investment expertise spans equities, fixed income, and alternative investments, in line with Whittier Trust's holistic and multi-generational approach to wealth management. His client focus areas include customized portfolio construction and supporting senior investment advisors in monitoring and optimizing client investments. Brett previously held roles in education and leadership as an Assistant Football Coach and Summer Camp Counselor at Windward School, refining his collaborative and communication skills.

He holds a Bachelor of Arts in Economics and a Business Administration and Management minor from Villanova University, equipping him with a strong analytical and strategic foundation. Brett's academic background and diverse experience contribute to his ability to analyze market trends and support Whittier Trust's mission of providing long-term, personalized investment management for high-net-worth clients.

Career History

OrganizationRoleDate RangeDetails
Whittier Trust CompanyInvestment AssociateSep 2024 to Present
Windward SchoolAssistant Football CoachApr 2021 to Sep 2021
Windward SchoolSummer Camp CounselorApr 2019 to Aug 2019

Education

Villanova University

Bachelor of Arts - BA, Economics

2020 2024

Villanova School of Business

Business Minor, Business Administration and Management, General

2023 2023

Others at Whittier Trust Co. of Nevada Inc. (20)

NameRoleLocation
Caleb Silsby
Caleb Silsby
Chief Portfolio ManagerNewport Beach, CA , United States
C
Calvin Lee
Fund ManagerAlhambra, CA , United States
David Ronco
David Ronco
Senior Portfolio ManagerNewport Beach, CA , United States
Derek Galvan
Derek Galvan
Investment AssociateSan Francisco, CA , United States
Eric Derrington
Eric Derrington
Portfolio ManagerLos Angeles, CA , United States
Jackson Vena
Jackson Vena
Investment AnalystUnited States
J
Jay Karpen
Portfolio Manager, Vice PresidentReno, NV , United States
Nick Momyer
Nick Momyer
Northwest Regional Manager, Senior Portfolio ManagerKirkland, WA , United States
Nielsen Fields
Nielsen Fields
VP, Portfolio ManagerSan Clemente, CA , United States
Robert Levy
Robert Levy
Senior Portfolio ManagerReno, NV , United States
Showing 1-10 of 20 team members

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