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Tim McCarthy

I specialize in building strong business development teams that generate repeatable success through education, intellectual and emotional intelligence, and a focus on listening carefully.

Tim McCarthy is a Managing Director at Whittier Trust Company, based in South Pasadena, California.14 He has been with the company since June 2010 and oversees firm-wide business development and marketing initiatives.14 With over four decades of experience in the industry, McCarthy specializes in building strong business development teams and generating repeatable success.24

McCarthy's career history includes:

  1. Managing Director at Whittier Trust Company (June 2010 - Present)1
  2. Managing Director at Santa Barbara Asset Management (January 2003 - May 2010)1
  3. Managing Partner at Capital Partners, LLC (May 2001 - January 2003)1
  4. Senior Vice President at Van Deventer & Hoch (September 1988 - May 2001)1
  5. Registered Principal at Dean Whitter Reynolds (May 1984 - September 1988)1

He holds a Bachelor of Business Administration in Management from the University of Redlands (1978-1982).1 McCarthy is also a member of the Los Angeles Society of Financial Analysts and the CFA Institute.4 Additionally, he serves on the Board of Directors for both Whittier Trust Company and Whittier Advisors.4

Throughout his career, McCarthy has worked closely with high-net-worth individuals, foundations, endowments, and institutional clients, tailoring practical solutions to meet their needs.34 He is known for his commitment to the organization and active participation in community endeavors, such as supporting the California Art Club.4

Highlights

Nov 14 · whittiertrust.com
Staff - Whittier Trust
Staff - Whittier Trust
Feb 1 · alpha-maven.com
Timothy McCarthy - Whittier Trust Company - AlphaMaven

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Tim McCarthy
Tim McCarthy, photo 1
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Location

South Pasadena, California, United States