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Jeff Treut

Vice President at Whittier Trust Company

Jeff Treut is the Vice President and Client Advisor/Business Development at Whittier Trust Company, located in Pasadena, California. He has a robust background in finance and law, having previously worked in the Private Wealth Management division of UBS, where he catered to affluent families and individuals with complex financial needs.13

Professional Background

  • Investment Banking: Prior to joining Whittier Trust in 2018, Treut co-founded a boutique investment banking group focused on advising family offices on private investment opportunities. His early career included significant roles at prestigious firms such as Blackstone and Morgan Stanley.13
  • Tax-Advantaged Fund Structure: He played a critical role in creating a tax-advantaged fund for Paulson & Co., known as Paulson Partners Premium LP, demonstrating his expertise in structuring financial products.13
  • GettingHired: Treut was also involved in developing GettingHired, a job board aimed at helping individuals with disabilities find employment, which was later acquired by Allegis Group.13

Education

Jeff Treut holds a Bachelor of Arts degree in Mathematics and Economics from Bowdoin College and earned his Juris Doctor (JD) from Harvard Law School, where he also engaged in cross-registration studies at Harvard Business School and MIT.23

Current Role

In his current position at Whittier Trust, Treut focuses on business development and client advisory services, leveraging his extensive experience to meet the needs of high-net-worth clients.12

For more information about his professional journey, you can view his LinkedIn profile here.2

Highlights

Nov 14 · whittiertrust.com
Staff - Whittier Trust
Staff - Whittier Trust
May 8 · theorg.com
Jeff R. Treut - VP & Client Advisor, Business Development at Whittier ...
Jeff R. Treut - VP & Client Advisor, Business Development at Whittier ...
Nov 30 · whittiertrust.com
Pasadena - Whittier Trust
Apr 21 · iecnetwork.org
Welcome New IEC Member Jeffrey Treut, VP of Whittier Trust
Welcome New IEC Member Jeffrey Treut, VP of Whittier Trust

Related Questions

What are Jeff Treut's main responsibilities at Whittier Trust?
How did Jeff Treut's experience at UBS influence his career?
What was the significance of Jeff Treut's role in creating the Paulson Partners Premium LP fund?
How did Jeff Treut's work at Blackstone and Morgan Stanley shape his investment banking career?
What is the mission of GettingHired, the job board Jeff Treut helped build?
Jeff Treut
Jeff Treut, photo 1
Jeff Treut, photo 2
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Location

Pasadena, California, United States