Alexandra Repko, CAP®

Officer, Client Advisor at Whittier Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Skills

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Bio

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Credentials

  • Sustainable Finance
    University of Cambridge
    Nov, 2020
    - Nov, 2024
  • Chartered Advisor in Philanthropy (CAP®)
    The American College of Financial Services
    Feb, 2022
    - Nov, 2024

Experience

  • Whittier Trust Company
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Officer, Client Advisor
      • Dec 2021 - Present

      Provides client advisory, family office, philanthropic and family continuity services to clients. Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, West Los Angeles, Costa Mesa, San Francisco, Reno, Seattle and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States. We offer a wide array of capabilities to address the full spectrum of wealth management needs. Our services include: Investment management and consulting, fiduciary, family office, philanthropic, and direct investments in energy and real estate. Show less

    • Client Advisory Associate, Philanthropic Services
      • Dec 2020 - Dec 2021

      Provided advisory and administrative services for clients' private foundations, endowments, donor advised funds, and charitable trusts.

  • Wiser
    • United Kingdom
    • Advertising Services
    • 100 - 200 Employee
    • Ambassador
      • Aug 2018 - Jul 2019

      Actively promoted graduate opportunities to students at the University of St Andrews for clients including Fidelity International, Deutsche Bank, Just Eat, Colt, Sky Betting and Gaming, and Worldpay. Actively promoted graduate opportunities to students at the University of St Andrews for clients including Fidelity International, Deutsche Bank, Just Eat, Colt, Sky Betting and Gaming, and Worldpay.

  • LIBERTY ROAD
    • United States
    • Internet Publishing
    • Intern
      • Jun 2018 - Sep 2018

      Interned for a multi-media platform that connects women with each other and provides the resources they need to grow their entrepreneurial ventures. Assisted the Founder and CEO in launching the company's magazine and in generating content for the organization's social media channels. Interned for a multi-media platform that connects women with each other and provides the resources they need to grow their entrepreneurial ventures. Assisted the Founder and CEO in launching the company's magazine and in generating content for the organization's social media channels.

  • Santa Monica Mountains Fund
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Intern
      • Jun 2017 - Aug 2017

      Supported the Executive Director on responsibilities encompassing data entry, creating social media content, and coordinating a wildlife conservation program. Supported the Executive Director on responsibilities encompassing data entry, creating social media content, and coordinating a wildlife conservation program.

Education

  • UCL
    Master of Science - MS, Environment, Politics and Society
    2019 - 2020
  • University of St Andrews
    Bachelor of Science, Geography
    2015 - 2019
  • Cannon Financial Institute
    Certified Trust and Fiduciary Advisor (CTFA) Levels I-III
    2022 - 2024

Community

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