Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, 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.

Investment Management

Whittier Trust

Whittier Trust's headquarters in South Pasadena, CA, United States

David Dahl

James Baer

Brandi Fields

Sandip A. Bhagat

Steve Beverage

Greg E. Custer

Thomas J. Frank

Thomas Doud

Gustavo Sanchez

Charles Adams III

Derek S. Hamblet

Devin Wikke

Henry L. Reichert

Andy Volpp

Yali Lincroft

Ian M. Houston

Virginia L. Sjoberg

Kathleen A. Briley

Lisa K. Edwards

Ashley Fontanetta

Rebecca M. Duguid

Sharon R. Perlin

Kimberly Frasca-Delaney

Whit Batchelor

Lori P. Houston

André B. Van Niekerk

Lauren Peterson

Gus Sanchez

Liam J. McGuinness

Michael J. Casey

Paul A. Cantor

This department focuses on providing expert advice and solutions to clients to meet their needs and enhance their experience.

Client Advisory Services

The Client Advisory Team at Whittier Trust provides personalized wealth management and advisory services to high net worth families, individuals, and foundations. They offer tailored financial strategies, investment management, philanthropic guidance, and business development support to ensure clients' financial goals are met and their legacies are preserved.

Client Advisory Team

The Portfolio Management Team at Whittier Trust is responsible for developing, implementing, and overseeing investment strategies tailored to meet the unique financial goals of high net worth clients. The team conducts in-depth market analysis, manages asset allocation, and provides ongoing portfolio management to optimize returns while mitigating risk. They collaborate closely with other client service teams to ensure comprehensive and personalized wealth management solutions.

Portfolio Management Team

The Directors team at Whittier Trust is responsible for guiding the strategic vision and operations of the company. This diverse group of leaders oversees various functions, including legal counsel, business development, wealth management, and marketing, ensuring the firm delivers comprehensive and tailored wealth management services to its high-net-worth clients.

Directors

The Vice Presidents Team at Whittier Trust is a dynamic group of senior leaders responsible for key areas of the company's operations. This team oversees performance reporting and analytics, philanthropic services, business development, legal counsel, fiduciary advising, human resources, and compliance. They play a crucial role in strategic planning, client engagement, risk management, and ensuring the company's services align with the high standards expected by high net worth clients and their families.

Vice Presidents Team

This department oversees high-level strategic and operational functions within the organization.

Leadership Services

Whittier Trust

Org chart

Board & advisors

Teams

Client Advisory Services

Client Advisory Team

Portfolio Management Team

Directors

Vice Presidents Team

Leadership Services

Offices

Whittier Trust

Org chart

Board & advisors

Teams

Client Advisory Services

Client Advisory Team

Portfolio Management Team

Directors

Vice Presidents Team

Leadership Services

Offices

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