Matthew MacKel

Matthew MacKel is an Investment Associate at Whittier Trust Company, based in Newport Beach, CA. In this capacity, he supports portfolio management, investment due diligence, and client relationship management for high-net-worth individuals and families. His responsibilities include asset allocation analysis, investment research, and assisting in the delivery of customized investment strategies.

Matthew’s recent experience at Whittier Trust includes advancing from an Investment Intern role, where he developed foundational skills in portfolio analysis and financial modeling, to his current associate position. Although public sources do not specify exact sectors or asset classes, professionals in this role at Whittier Trust are typically exposed to a broad range of investments, including equities, fixed income, alternative assets, and private equity solutions tailored to family office portfolios.

He holds a Bachelor of Business Administration (BBA) in Finance from the University of Southern California and is an alumnus of Loyola High School of Los Angeles. His academic background, coupled with progressive roles at Whittier Trust, reflects strong expertise in financial analysis, client service, and private wealth management. No public records indicate sector-specific awards or industry honors at this time, but his trajectory at a leading multifamily office signals a promising contribution to the private wealth sector.