Derek Galvan

Derek Galvan is an Investment Associate at Whittier Trust Company in San Francisco, CA, where he manages client portfolios and contributes to investment strategy for high-net-worth individuals and family offices. His responsibilities include supporting portfolio management across a range of asset classes, emphasizing tailored investment solutions in equities, fixed income, and alternative assets for affluent clients.

Prior to his current role, Derek served as a Client Advisory Associate at Whittier Trust Company, focusing on client relationship management and holistic advisory services from June 2022 to September 2024. He began his career with the firm as an Investments Intern, where he developed critical insights into emotional intelligence and team dynamics, enhancing his approach to investment client service.

Derek holds dual Bachelor of Arts degrees in Economics and Data Science from the University of California, Berkeley, equipping him with quantitative skills and analytical expertise in financial markets and portfolio analysis. His academic background and professional development position him as a rising specialist in investment management for private clients, particularly within the equity and alternative investment sectors.