Frank was formerly a director at Abbot Downing, Wells Fargo’s ultra high net worth unit. He has 26 years of experience working with high net worth individuals and families, having also worked at Bessemer Trust for 15 years.  

In his new San Francisco, CA-based role, Frank will source and manage client relationships, while overseeing all aspects of the firm’s business in Northern California. He will also sit on the firm’s executive committee.

Also based in San Francisco, Parker will consult HNW clients and their families on a range of philanthropic management issues including private foundation and donor-advised fund administration, grant making, talent and leadership development and next generation education and training.

Prior to joining Whittier Trust, Parker was the founder and principal of Family Circle Advisors. She spent the previous 15 years as president and executive director of the Lawrence Welk Family Foundation.

Whittier Trust has $8 billion under advisement and serves over 270 families and 30 foundations in the US. The firm has offices in Pasadena and San Francisco, CA, Reno and Las Vegas, NV, and Seattle, WA.