Edward Troy

Senior Vice President, Client Advisor

Pasadena, CA

Edward Troy is a Senior Vice President, Client Advisor in the Pasadena office of Whittier Trust. With over 13 years of dedicated experience, he collaborates closely with affluent families and institutional investors, crafting bespoke solutions designed to meet their distinct financial needs.

Edward joined Whittier Trust in 2025, bringing with him a wealth of expertise in investment management, tax strategy, and comprehensive wealth planning. Prior to this role, he served as Vice President at Offit Capital Advisors, where he guided and managed portfolios for high-net-worth individuals, multi-generational families, endowments, and foundations.

A graduate of the University of California, San Diego, Edward earned his Bachelor of Science in Economics and holds the Chartered Financial Analyst (CFA) designation. He remains an active member of both the CFA Institute and the CFA Society of Los Angeles.

Beyond his professional pursuits, Edward finds joy in exploring new places with his wife and children and likes to spend time outdoors in the company of good friends.