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Whittier Trust

1 follower

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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

Industries

Investment Management

Headquarters

South Pasadena, United States

Employees

51-200

Links

Org chart

David Dahl
CEO

David Dahl

Collapse
James Baer
CTO
Liam J. McGuinness
EVP & CFO
Sandip A. Bhagat
Chief Investment Officer
Greg E. Custer
EVP & Manager
Charles Adams III
EVP, Real Estate
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
Robert Lebeau
SVP & Client Advisor
Tom J. Doud
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
Juliana Ricks
SVP, Real Estate
Matthew W. Markatos
SVP & Senior Client Advisor
Virginia L. Sjoberg
SVP & Senior Client Advisor
Gus Sanchez
Senior Vice President Human Resources
Ian M. Houston
VP & Client Advisor
RZ
Ron Zideck
Vice President Business Development
Jorge Ramos
VP, Real Estate
Andrew Paulson
VP, Real Estate
Yali Lincroft
VP, Philanthropic Services
Amanda M. Buntmann
VP & Client Advisor, Philanthropic Services
Riley M. Sakioka
VP & Client Advisor
Brittnay Ahn
VP & Client Advisor
William A. Gard
VP & Client Advisor
Andy Volpp
VP & Client Advisor
Keith Fuetsch
VP & Client Advisor
Haley Kirk Dahl
VP & Client Advisor
Danny J. Schenker
VP & Client Advisor
Henry L. Reichert
VP & Client Advisor
Ryan Pile
VP & Client Advisor
Devin Wikke
VP & Client Advisor
Heidi I. Bitterman
VP & Client Advisor
Derek S. Hamblet
VP & Client Advisor
William E. Ramsey
Director & Past President
JE
James G. Ellis
Director
Julie Nesbit
Director
Steven G. Pizula
Director
Ronald R. Zideck
Director
Andrew S. Garb
Director
James L. Doti
Director
Jerrold D. Green
Director

Teams

+35

Client Advisory Team

38 members

JK
+15

Portfolio Management Team

18 members

+10

Directors

13 members

+8

Vice Presidents Team

11 members

+1

Investment Analysis and Management Team

4 members

+1

Leadership Team

4 members

Offices

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