Whittier Trust provides wealth management services, specializing in family office solutions, investments, philanthropy, real estate, and trust services.

Whittier Trust

Whittier Trust CA

Whittier Trust NV

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David Dahl

Chief Technology Officer

James Baer

Executive Vice President and Chief Financial Officer

Liam McGuinness

Executive Vice President and Deputy General Counsel

Robert Renken

Chief Investment Officer

Sandip Bhagat

Director & Past President

William Ramsey

Assistant Vice President, Client Advisor, Philanthropic Services

Amanda Buntmann

Senior Vice President

Andre Niekerk

Vice President, Client Advisor

Andrew Volpp

Vice President, Philanthropic Services

Ashley Fontanetta

Nielsen Fields

Vice President, Portfolio Management

John Philip Coghlan

Director

Michael Casey

Vice President Real Estate and Investments

David A. Dahl

Western US Family Investment Offices

West Coast Investors

West Coast Family Investment Offices

California Investors

Whittier Trust is the largest multi-family office headquartered on the West Coast, offering a breadth of financial services and expertise supported by an exceptional commitment to personal service that reflects our family roots. We collaborate closely with our clients to tailor investment strategies that meet their unique needs, goals, and values.

South Pasadena

California

United States

North America

Whittier Trust Co

Whittier Trust Welcomes Nielsen Fields as Vice President and Portfolio Manager in Orange County Office

The 2021 Money Issue Money Managers Directory

Investment Manager Whittier Trust Adapts to Covid Demands

SnapMD Completes $5.3 Million First Closing of Series A Financing

Danny Kuo Wants His MBA Diploma Before Getting His Insider-Trading Sentence

SnapMD Closes $600K Seed Funding

Kenya

Africa

United Kingdom

Europe

Vietnam

Asia

Nepal

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news impact assignment basic	general
public peers	general	Sep 24, 2024 3:17 PM	7f8d0777
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company summary	general
signals	general	Sep 24, 2024 3:17 PM	4440eec6
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translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	384d931d
peers	general	Sep 24, 2024 3:17 PM	cbbb9d41
news basic	general	Sep 24, 2024 3:17 PM	dc5bcf6c
bundesanzeiger	filings
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Whittier Trust