Jacob Lainson

Jacob Lainson is an Investment Associate at Whittier Trust Company based in Huntington Beach, California, where he supports portfolio management and client advisory services for high-net-worth individuals and families. At Whittier Trust, he focuses on multi-asset portfolios, covering equities, fixed income, and alternative investments, with particular emphasis on personalized strategies that align with clients’ financial objectives. His investment work primarily addresses the needs of affluent clients in Southern California, and he is engaged in monitoring market trends and assisting in asset allocation decisions.

Prior to joining Whittier Trust in December 2021, Jacob held roles as a Transportation Analyst at MHB Logistics and as a Research Remediation Analyst at Wells Fargo. These positions enabled him to develop expertise in operational analysis and risk assessment, complementing his current capacity in investment management. His professional background spans financial services and operational logistics, giving him a diverse perspective in evaluating investment opportunities and portfolio risks.

Jacob holds a Bachelor of Business Administration in Finance from The University of Iowa Tippie College of Business, equipping him with a strong foundation in financial analysis and investment principles. At Whittier Trust, he is recognized for his analytical rigor and commitment to client service, contributing to the firm's customized wealth management solutions. His achievements include supporting cross-disciplinary investment research and enhancing client communication for optimal portfolio outcomes.