Profile
Mr. Dean R.
Byrne, CFA, is a Senior Vice President & Senior Portfolio Manager at Whittier Trust Co. He is on the Board of Directors at Classical Tahoe.
He manages equity, fixed income and alternative assets for high net worth individuals and foundations.
He advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolio.
He is part of the Investment Committee at Whittier Trust.
He is the primary analyst for the Consumer Staples sector and previously covered the Utilities, Telecommunications, and Basic Materials sectors.
Prior to joining Whittier Trust, he worked in the Private Bank at Bank of America.
Dean holds the designation of Chartered Financial Analyst (CFA®) and is a member of the CFA Society of Nevada.
He received his Bachelor’s degree in Finance from the University of Nevada, Reno (UNR).
Dean R. Byrne active positions
Companies | Position | Start |
---|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Analyst-Equity | 30/04/2000 |
Classical Tahoe | Director/Board Member | - |
Former positions of Dean R. Byrne
Companies | Position | End |
---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Training of Dean R. Byrne
University of Nevada | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private companies | 2 |
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Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
Classical Tahoe |
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