Whittier Trust


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 Uni... Read more


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Sandip A. Bhagat
Chief Investment Officer
Lauren Peterson
SVP & Client Advisor
André B. Van Niekerk
SVP, Business Development
Lori P. Houston
SVP & Client Advisor
Whit Batchelor
SVP & Client Advisor
Kimberly Frasca-Delaney
SVP & Client Advisor
Maria H. Marquez
SVP & Client Advisor
Brian G. Bissell
SVP & Client Advisor
Sharon R. Perlin
SVP & Client Advisor
Rebecca M. Duguid
SVP & Client Advisor
Ashley Fontanetta
SVP & Client Advisor
Lisa K. Edwards
SVP & Client Advisor
Kathleen A. Briley
SVP & Client Advisor
David G. Covell
SVP & Client Advisor
Steve Beverage
Senior Vice President, Senior Client Advisor
Virginia L. Sjoberg
SVP & Senior Client Advisor
Gus Sanchez
Senior Vice President Human Resources
Ian M. Houston
VP & Client Advisor
Yali Lincroft
VP, Philanthropic Services
Amanda M. Buntmann
VP & Client Advisor, Philanthropic Services
Riley M. Sakioka
VP & Client Advisor
Andy Volpp
VP & Client Advisor
Henry L. Reichert
VP & Client Advisor
Ryan Pile
VP & Client Advisor
Devin Wikke
VP & Client Advisor
Derek S. Hamblet
VP & Client Advisor
William E. Ramsey
Director & Past President
Charles Adams III
EVP, Real Estate
Gustavo Sanchez
Senior Vice President Human Resources
Thomas Doud
Senior Vice President, Client Advisor

Board & advisors

Paul A. Cantor
Board Member