Shane Foley

Shane Foley is an Investment Associate at Whittier Trust Company, based in South Pasadena, California, where he focuses on portfolio management and the development of tailored investment strategies for high-net-worth clients. In his current role, he specializes in the U.S. large-cap financial services sector and international equities, covering both developed and emerging markets, and assists in managing multi-asset class portfolios designed to meet diverse client objectives.

Shane brings a multifaceted background to Whittier Trust, having previously served as an Investment Analyst at Tax & Financial Group and as a Client Associate Intern at Merrill Lynch. Across his positions, he has built expertise in quantitative research, investment analysis, and client advisory within wealth management, contributing analytical insights that guide asset allocation and preserve wealth across generations.

Holding a Bachelor of Arts in Economics from the University of California, Berkeley, as well as academic experience at Fudan University and Saddleback College, Shane effectively leverages a strong analytical and global perspective. He is a CFA charterholder and is recognized for integrating rigorous financial analysis with a commitment to long-term wealth preservation for clients, particularly in public equities and multi-asset solutions.