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

Jerrold D. Green

James L. Doti

Andrew S. Garb

Ronald R. Zideck

Steven G. Pizula

Julie Nesbit

James R. Parks

James G. Ellis

Tom Suchodolski

Jacqueline L. Kent

Katie Peters

Charlie R. Normandin

Brittany Renna

Carter W. Thicke

Derek S. Hamblet

Heidi I. Bitterman

Devin Wikke

Ryan Pile

Henry L. Reichert

Danny J. Schenker

Haley Kirk Dahl

Keith Fuetsch

Andy Volpp

William A. Gard

Brittnay Ahn

Riley M. Sakioka

Amanda M. Buntmann

Andrew Ryan Hall

Yali Lincroft

Andrew Paulson

Jorge Ramos

Ian M. Houston

Virginia L. Sjoberg

Matthew W. Markatos

Juliana Ricks

Steve Beverage

David G. Covell

Kathleen A. Briley

Lisa K. Edwards

Tom J. Doud

Robert Lebeau

Ashley Fontanetta

Rebecca M. Duguid

Sharon R. Perlin

Brian G. Bissell

Maria H. Marquez

Kimberly Frasca-Delaney

Whit Batchelor

Lori P. Houston

André B. Van Niekerk

Lauren Peterson

Charles Adams III

Thomas J. Frank

Greg E. Custer

Sandip A. Bhagat

Brandi Fields

Robert Renken

Gus Sanchez

Ron Zideck

William E. Ramsey

Liam J. McGuinness

Richard Tozer

James Baer

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

Portfolio Management Team

Directors

Client Advisory Team

About

Team members

Other teams at Whittier Trust

Portfolio Management Team

Directors