Articles from Whittier Trust

NEWPORT BEACH, CA / ACCESS Newswire / July 7, 2026 / Whittier Trust is pleased to announce the appointment of Lori Kenyon Farley as Senior Vice President, Client Advisor in the firm's Newport Beach office. With over three decades of experience, Lori specializes in advising ultra-high-net-worth individuals, families, founders, and business owners on sophisticated wealth management, estate planning, fiduciary matters, and multigenerational legacy planning.

Whittier Trust Company hires Maria H. Marquez as a Senior Vice President, Senior Client Advisor

SAN FRANCISCO, CA / ACCESSWIRE / June 16, 2022 / Whittier Trust Company hires Charles Horn, JD, to serve as Vice President, Client Advisor/Tax in Whittier Trust's San Francisco office. Charles advises and assists clients in navigating the complex and ever-changing tax landscape.

SOUTH PASADENA, CA / ACCESSWIRE / April 21, 2022 / Whittier Trust Company hires Justin Madrid to serve as Vice President, Client Advisor in Whittier Trust's South Pasadena office. As Vice President and Client Advisor, Justin manages the complex needs of affluent individuals and families. He provides tailored family office services to Whittier Trust clients, assisting in estate planning, the administration of trusts, and oversight of family

RENO, NV / ACCESSWIRE / April 7, 2022 / Whittier Trust Company promotes Robert LeBeau, J.D. to serve as Senior Vice President, Client Advisor in Whittier Trust's Reno office. Robert provides financial and fiduciary services to high net worth individuals and their families, working closely with multi-generational relationships including grantors, trustees, beneficiaries and business owners. He also works extensively with his clients in the areas

SAN FRANCISCO, CA / ACCESSWIRE / March 29, 2022 / Whittier Trust Company hires Devin Wikke, CTFA to serve as Vice President, Client Advisor in Whittier Trust's San Francisco office. Devin manages the complex needs of affluent individuals and families, providing tailored family office services to Whittier Trust clients. He is responsible for assisting in the administration of trusts, oversight of family foundations, and estate planning. "We are

LOS ANGELES, CA / ACCESSWIRE / March 16, 2022 / Whittier Trust Company is proud to announce the opening of a new office location in West Los Angeles. This is a full circle moment for the company. Whittier Trust traces its roots back nearly a hundred years to a single-family office established by the children of Max Whittier, who co-founded and developed the City of Beverly Hills. The office will be located at 11100 Santa Monica Blvd. Suite 1910

NEWPORT BEACH, CA / ACCESSWIRE / March 3, 2022 / Whittier Trust Company is proud to announce the hiring of David Ronco as Senior Vice President, Senior Portfolio Manager. "David is a great addition to the team. His market experience and dedication to his clients made him a natural fit for Whittier Trust, and we're excited by the ideas he brings to the table" - Caleb Silsby, Chief Portfolio Manager, Whittier Trust David is responsible for

SOUTH PASADENA, CA / ACCESSWIRE / February 24, 2022 / Whittier Trust Company is proud to announce the hiring of Channing Grigsby as Vice President, Philanthropic Services. "We're excited to have Channing join the Whittier Trust family. She brings a lot of experience to the table, and from day one she was ready to hit the ground running." - Pegine Grayson, Senior Vice President, Philanthropic Services Channing provides philanthropic services for

PASADENA, CA / ACCESSWIRE / February 21, 2022 / Whittier Trust company announces the retirement of Julie Nesbitt. Julie will retire on March 31, 2022 after 12 years of extraordinary service and dedication as Director of Philanthropic Services. Pegine Grayson, Senior Vice President, has been promoted to Director of Philanthropic Services. She will continue working closely with Julie until Julie's retirement. "Julie oversaw the growth of the

RENO, NV and NEWPORT BEACH, CA / ACCESSWIRE / February 7, 2022 / Whittier Trust company is proud to announce that Jay Karpen has been promoted to Vice President, Portfolio Manager. Haley Dahl and Riley Sakioka have been promoted to Vice President, Client Advisor. Jay Karpen is a Vice President and Portfolio Manager with Whittier Trust Company of Nevada and Vice President of Whittier Ventures. Jay's responsibilities include the management of

SOUTH PASADENA, CA / ACCESSWIRE / January 26, 2022 / Whittier Trust Company congratulates Charles Adams III for his promotion to Executive Vice President. Chuck is responsible for overseeing Whittier Trust's $1.8 billion real estate division. Chuck and his team are responsible for the real estate properties held in the firm's fiduciary accounts. Whittier advises clients on property ownership including acquisition and disposition, leasing,

NEWPORT BEACH, CA / ACCESSWIRE / January 25, 2022 / Whittier Trust Company congratulates Caleb Silsby, CFA on his promotion to Executive Vice President. Caleb is Whittier Trust's Chief Portfolio Manager. Caleb joined Whittier Trust in 2006. His background ranges from fundamental equity research to credit analysis and fixed income management. Additionally, Caleb has experience in managing real estate. Caleb continues to manage portfolios for high

NEWPORT BEACH, CA / ACCESSWIRE / December 14, 2021 / Whittier Trust is proud to announce that David Dahl and Greg Custer have been named in the Orange County Business Journal's 2021 Orange County 500 list. In addition, Whittier Trust's esteemed Director, Dr. Jim Doti, joins David and Greg on the list. The OC 500 is a publication created by the Orange County Business Journal, providing a close up look at the year's top 500 people driving local

NEWPORT BEACH, CA / ACCESSWIRE / November 10, 2021 / Whittier Trust Company is excited to welcome Ryan Pile, who was recently hired as Vice President and Client Advisor with the firm. "We are thrilled to have Ryan on our team. His extensive experience with wealth management, estate planning, and intergenerational wealth transfers make him uniquely qualified to work with ultra-affluent families," said Whit Batchelor, Senior Vice President, Client

PASADENA, CA / ACCESSWIRE / September 24, 2021 / Whittier Trust, which has an office in South Pasadena, California, was recently named one of the top five worldwide best Multi-Family Offices by STEP (Society of Trust and Estate Practitioners). The award applies to a team dedicated to meeting the comprehensive needs of multiple families and/or their trusts or branches of the same family. The judging panel will decide upon a winner (from the top

RENO, NV / ACCESSWIRE / September 24, 2021 / Whittier Trust, which has an office in Reno, Nevada, was recently named one of the top five worldwide best Multi-Family Offices by STEP (Society of Trust and Estate Practitioners). The award applies to a team dedicated to meeting the comprehensive needs of multiple families and/or their trusts or branches of the same family. The judging panel will decide upon a winner (from the top five), which will

SAN FRANCISCO, CA / ACCESSWIRE / September 24, 2021 / Whittier Trust, which has an office in San Francisco, California was recently named one of the top five worldwide best Multi-Family Offices by STEP (Society of Trust and Estate Practitioners). The award applies to a team dedicated to meeting the comprehensive needs of multiple families and/or their trusts or branches of the same family. The judging panel will decide upon a winner (from the

SEATTLE, WA / ACCESSWIRE / September 24, 2021 / Whittier Trust, which has offices in Seattle and Portland, was recently named one of the top five worldwide best Multi-Family Offices by STEP (Society of Trust and Estate Practitioners). The award applies to a team dedicated to meeting the comprehensive needs of multiple families and/or their trusts or branches of the same family. The judging panel will decide upon a winner (from the top five),

NEW PORT BEACH, CA / ACCESSWIRE / July 26, 2021 / Whittier Trust Company is excited to congratulate Mason Carpenter, who was recently promoted to Vice President and Portfolio Manager within the firm. Mason began his career with Whittier Trust in 2018 and has proven himself by providing outstanding value to the Orange County office and Investment Team as a whole. Mason is the lead investment manager on over 40 relationships totaling over $450

NEWPORT BEACH, CA / ACCESSWIRE / July 21, 2021 / Whittier Trust Company is excited to congratulate Rebecca Cummins, who was recently promoted to Vice President, Portfolio Manager within the firm. Rebecca started with Whittier Trust at the beginning of 2019 and has been an impactful member of the Investment Team. Rebecca works with high net worth families and their philanthropic foundations, investment portfolios that are individually tailored

SAN FRANCISCO, CA / ACCESSWIRE / June 30, 2021 / The Whittier Trust company of San Francisco is excited to welcome new hire, Steve Beverage, as a Senior Vice President and Client Advisor to the firm. Prior to joining Whittier Trust, Steve was a Private Banker at City National Bank as well as Citi Private Bank, where he managed a portfolio of high-net-worth relationships. Previously, Steve was Vice President at Abbot Downing, focusing on

RENO, NV / ACCESSWIRE / June 21, 2021 / The Whittier Trust Company of Nevada is excited to welcome new hire, Vanessa Boehm, as a Vice President and Client Advisor of Whittier Trust's Company of Nevada. Ms. Boehm has been a part of the estate planning, trust, and fiduciary services industry for over 15 years, having worked as a Senior Trust Officer, Vice President with Union Bank's Private Bank and Bank of America Private Wealth Management. Ms.