The Whittier Trust Company of Nevada, Inc. (WTC-NV), an independent wealth management company serving high-net-worth families, individuals and foundations across the
Evans has more than 25 years of trust and estate management experience. Prior to joining Whittier Trust, he was a Senior Trust Advisor with The Northern Trust Company on the company’s high net worth wealth advisory team in Dallas. He spent two years as a Probate and Trust Administrator with Bank of America NTSA, then the next 17 years with Fidelity Personal Trust Company, FSB as a Senior Trust Relationship Manager.
“We are excited to welcome Tagore to our team,” said Bill Ramsey, President of Whittier Trust Company of Nevada, Inc. “His years of expertise and extensive training in wealth management and financial planning will assure our client’s needs are met and exceeded. Tagore will work closely with our clients, their family members and their trusted advisors to seamlessly build individualized, multi-generational strategies and solutions to help meet complex financial needs.”
Evans earned his Bachelor of Science degree in industrial technology from San Diego State University. He is a Certified Trust and Financial Advisor (CTFA), and held FINRA Series 7, 63 and 65 investment licenses. Evans served on the Board of Directors for the Dallas Estate Planning Council. Evans has two boys, one is a professional soccer player and the other is attending Oglethorpe University. He lives in Reno’s Virginia City Highlands with his wife.
About Whittier Trust:
Investment and Wealth Management Services are provided by Whittier Trust Company (WTC) and The Whittier Trust Company of Nevada, Inc. (WTC-NV) (referred to herein individually and collectively as “Whittier Trust”), state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. WTC-NV will be doing business as Whittier Trust in the State of Oregon. WHI may utilize the services of its subsidiary, Belridge Capital, LLC, an SEC registered investment advisor, to provide sub-advisory services for certain accounts and proprietary private fund investments. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast and has been serving Nevada since 1995. Whittier Trust’s wealth management platform serves over 420 families and 30 foundations throughout the U.S. with over $13 Billion in assets. WTC-NV offers a Nevada Trust Situs with greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. With an industry leading client-to-advisor ratio of 20-to-1, Whittier’s areas of expertise include Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting, and Real Estate & Energy. WTC has offices in Los Angeles, San Francisco and Orange County. WTC-NV has offices in Reno, Seattle and Portland. To learn more, visit http://www.whittiertrust.com.
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