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

Thomas Doud

Derek S. Hamblet

Devin Wikke

Henry L. Reichert

Andy Volpp

Yali Lincroft

Ian M. Houston

Virginia L. Sjoberg

Steve Beverage

Kathleen A. Briley

Ashley Fontanetta

Rebecca M. Duguid

Kimberly Frasca-Delaney

Whit Batchelor

Lori P. Houston

André B. Van Niekerk

Charles Adams III

Thomas J. Frank

Greg E. Custer

Sandip A. Bhagat

Brandi Fields

Liam J. McGuinness

James Baer

Michael J. Casey

Paul A. Cantor

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

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

Client Advisory Services

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

Leadership Services

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

This department supports the investment process through analysis, administration, and support functions.

Investment Operations

Whittier Trust

Org chart

Board & advisors

Teams

Client Advisory Team

Client Advisory Services

Leadership Services

Portfolio Management Team

Directors

Investment Operations

Offices

Whittier Trust

Org chart

Board & advisors

Teams

Client Advisory Team

Client Advisory Services

Leadership Services

Portfolio Management Team

Directors

Investment Operations

Offices

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