Mark M. Bates
Profile
Mr. Mark M.
Bates is an Assistant Vice President at Whittier Trust Co since 2008.
Prior to joining the Whittier Trust Company in 2008, he was a Trust Administrator with First Republic Bank in San Francisco where he worked with affluent clients, trusts, and estates.
Mr. Bates graduated with honors with a Bachelor of Science degree in Economics from the University of St. Thomas in St. Paul, MN.
He was a Division III Track & Field All-American each of the two years he ran.
He is an honors graduate of the Cannon Financial Institute's Trust School and holds a Certified Trust and Financial Advisor designation.
Mr. Bates is also a dedicated volunteer within the city of San Francisco working through Hands On Bay Area while focusing on improving the lives of children and cleaning-up the environment.
Former positions of Mark M. Bates
Companies | Position | End |
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Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Corporate Officer/Principal | - |
Training of Mark M. Bates
University of St. Thomas | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
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