Whittier Trust announced Dean Byrne has been promoted to executive vice president, while continuing to serve as senior portfolio manager and regional manager of the Whittier Trust Co. of Nevada, Inc.
In his role, Byrne is responsible for leading a team of experienced professionals in delivering customized wealth management services to high-net-worth clients while advancing initiatives to further Whittier Trust’s growth strategy.
Byrne has been with Whittier Trust for more than 20 years, advising clients on holistic asset allocation, risk assessment, efficient wealth transfer strategies and charitable giving, always emphasizing after-tax performance.
As part of Whittier Trust’s Investment Committee, Byrne contributes to shaping the firm’s investment strategies and client solutions.
Byrne’s extensive background includes his designation as a Chartered Financial Analyst and his involvement with the CFA Society of Nevada.
He is deeply connected to the University of Nevada, Reno, where he received his bachelor’s degree in finance. Byrne serves on the board of the University of Nevada Foundation and is a member of their investment committee.
He is also an active member of the University’s Silver and Blue Society and sits on the advisory board for the school’s College of Business.
In addition to his professional achievements, Byrne contributes to the community as the treasurer and a member of the board of directors of Classical Tahoe.
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