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Brett Webster
Investment Associate at Whittier Trust Co. of Nevada Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Whittier Trust Company | Investment Associate | Sep 2024 to Present | — |
| Windward School | Assistant Football Coach | Apr 2021 to Sep 2021 | — |
| Windward School | Summer Camp Counselor | Apr 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)
| Name | Role | Location |
|---|---|---|
| Chief Portfolio Manager | Newport Beach, CA , United States | |
C Calvin Lee | Fund Manager | Alhambra, CA , United States |
| Senior Portfolio Manager | Newport Beach, CA , United States | |
| Investment Associate | San Francisco, CA , United States | |
| Portfolio Manager | Los Angeles, CA , United States | |
| Investment Analyst | United States | |
J Jay Karpen | Portfolio Manager, Vice President | Reno, NV , United States |
| Northwest Regional Manager, Senior Portfolio Manager | Kirkland, WA , United States | |
| VP, Portfolio Manager | San Clemente, CA , United States | |
| Senior Portfolio Manager | Reno, NV , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| President and Chief Investment Officer | Brandywine Trust Co. | New York, NY , United States | |
| Investment Associate | Brandywine Trust Co. | New York, NY , United States | |
| Chief Portfolio Manager | Whittier Trust Co. | Newport Beach, CA , United States | |
C Calvin Lee | Fund Manager | Whittier Trust Co. | Alhambra, CA , United States |