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

David Dahl

Brandi Fields

Robert Renken

Gus Sanchez

Ron Zideck

William E. Ramsey

Liam J. McGuinness

Richard Tozer

James Baer

The executive team at Whittier Trust has experience in corporate finance, financial planning and analysis, Fair Lending, and auditing. They have been educated at Bucknell University in Accounting.

CEO and Executive Team

Leadership Team

CEO and Executive Team

About

Team members

Other teams at Whittier Trust

Leadership Team