Whittier Trust Company has named Robert LeBeau as senior vice president, client advisor in Whittier Trust’s Reno office.
LeBeau provides financial and fiduciary services to high-net-worth individuals and their families, working closely with multi-generational relationships including grantors, trustees, beneficiaries, and business owners. He also works extensively with clients in the areas of trust and agency administration such as document review, fiduciary accounting, investments, finance, real estate, taxes and estate planning.
LeBeau has over 25 years in the trust and fiduciary services industry. Prior to joining Whittier Trust, he served as vice president at mechanics bank in San Francisco and as trust officer for BNY Mellon.
LeBeau received his bachelor’s degree in economics from the University of California at Santa Cruz and obtained a J.D. from San Francisco Law School. He holds the certified trust and financial advisor designation and is a certified financial planner. LeBeau also serves on the board of directors of Sky Tavern.
