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

Sandip A. Bhagat

Greg E. Custer

Thomas J. Frank

Thomas Doud

Gustavo Sanchez

Charles Adams III

William E. Ramsey

Derek S. Hamblet

Devin Wikke

Ryan Pile

Henry L. Reichert

Andy Volpp

Yali Lincroft

Ian M. Houston

Virginia L. Sjoberg

Steve Beverage

David G. Covell

Kathleen A. Briley

Lisa K. Edwards

Ashley Fontanetta

Rebecca M. Duguid

Sharon R. Perlin

Brian G. Bissell

Kimberly Frasca-Delaney

Whit Batchelor

Lori P. Houston

André B. Van Niekerk

Lauren Peterson

Gus Sanchez

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

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

The Investment Analysis and Management Team at Whittier Trust Company focuses on analyzing market trends, evaluating investment opportunities, and managing client portfolios to maximize returns for high net worth families, individuals, and foundations. The team collaborates with IT for data management and Accounting for financial accuracy to deliver comprehensive, tailored investment strategies.

Investment Analysis and Management Team

The Leadership Team at Whittier Trust is responsible for setting the strategic direction and vision of the company, overseeing operational efficiency, and driving financial performance. This team, comprising key executives including the CEO, CTO, and CFO, collaborates to ensure that the firm delivers exceptional wealth management services to high net worth clients while fostering a culture of innovation and excellence across all offices.

Leadership Team

Whittier Trust

Org chart

Board & advisors

Teams

Client Advisory Team

Portfolio Management Team

Directors

Vice Presidents Team

Investment Analysis and Management Team

Leadership Team

Offices

Whittier Trust

Org chart

Board & advisors

Teams

Client Advisory Team

Portfolio Management Team

Directors

Vice Presidents Team

Investment Analysis and Management Team

Leadership Team

Offices

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