Whittier Trust Promotes Tom Suchodolski to Vice President, Client Advisor in South Pasadena Office

SOUTH PASADENA, CA / ACCESSWIRE / July 12, 2023 / Whittier Trust is excited to announce the promotion of Tom Suchodolski to Vice President, Client Advisor at its South Pasadena Office. Tom has more than five years of experience providing ultra-high-net-worth clients with strategic wealth management services and advice.

As Vice President, Tom Suchodolski plays a key role in providing comprehensive financial services to high-net-worth individuals and their families. His deep knowledge across various disciplines, including trust and estate planning, investment management, and wealth preservation, enables him to deliver comprehensive and tailored solutions to our valued clients.

“I couldn’t be more excited to announce Tom Suchodolski’s well-deserved promotion to the role of Vice President at Whittier Trust.” said Kim Frasca-Delaney, Senior Vice President at Whittier Trust. “Tom’s qualifications reflect a deep understanding of financial intricacies and trust matters which enables him to provide guidance and solutions to his clients.”

Tom joined Whittier Trust in April 2019 and has continuously demonstrated his ability to successfully execute his client’s needs. Before joining Whittier Trust, Tom worked as a Litigation Support Associate in the forensic accounting group at CBIZ MHM, LLC in Los Angeles. He worked closely with ultra-high-net-worth clients and their legal representatives, helping to advise on family-related matters of significant complexity.

Tom possesses an array of skills and qualifications. With an active Certified Public Accountant (CPA) license and a Certified Trust and Financial Advisor (CTFA) license, Tom adeptly showcases his expertise in finance and accounting, particularly emphasized by his strong understanding of financial regulations, tax laws, and investment strategies. Moreover, Tom’s dedication to development led him to embark on a transformative four-month language-intensive study abroad program in Berlin. As a result, he obtained a B1 certification for the German language.

Tom is a graduate of the University of Redlands, where he earned a Bachelor of Science in Accounting. Tom remained on the Dean’s list throughout the entirety of college as a four-year student-athlete on the Varsity men’s tennis team.

About Whittier Trust

Collectively, Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (referred to herein individually and collectively as “Whittier Trust”), are state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely-held holding company. Whittier Trust is the oldest multi-family office headquartered on the West Coast. Whittier Trust works with 566 families and over 160 private foundations, donor-advised funds and nonprofit endowments throughout the US, advising on over $19 billion in assets. The firm has helped individuals and families manage, grow and transfer wealth intergenerationally for six generations. The firm has offices in South Pasadena, San Francisco, Menlo Park, Newport Beach, West Los Angeles, Reno, Seattle and Portland. To learn more, visit http://www.whittiertrust.com.

Contact:

Brandi J. Fields
Whittier Trust
Email: [email protected]

SOURCE: Whittier Trust