Staff

  • Sapna Singh

    Vice President, Client Advisor
    Sapna J. P. Singh

    Sapna J. P. Singh is a Vice President, Client Advisor in the South Pasadena office of Whittier Trust. She provides client administrative services to high net worth individuals, focusing on family governance and intergenerational wealth transfers. Sapna brings with her over a decade of private law practice experience and U.S. diplomatic training. Prior to joining […]

  • Robert LeBeau

    Vice President, Client Advisor
    Robert LeBeau

    Robert is a Vice President, Client Advisor with the Whittier Trust Company of Nevada. Robert provides financial and fiduciary services to high net worth individuals and their families and works closely with multi-generational relationships including grantors, trustees, beneficiaries and business owners. He works extensively with his clients in the areas of trust and agency administration […]

  • S. Victoria Kahn

    Vice President, Client Advisor
    S. Victoria Kahn

    S. Victoria Kahn is a Vice President, Client Advisor with the Whittier Trust Company of Nevada. Ms. Kahn provides financial and fiduciary services to high net worth clients, and specializes in helping individuals and families to create tax-advantaged structures, as well as asset protection and estate planning solutions. She focuses on working with clients in […]

  • James Doti

    Board Member
    James Doti

    James Doti earned his B.S. degree in economics from the University of Illinois, Chicago, and his A.M. and Ph.D. degrees from the University of Chicago. He was appointed president of Chapman University in 1991 and served for 25 years. In September 2016, he returned to the Chapman faculty. He holds the Donald Bren Distinguished Chair […]

  • Ari Warmerdam

    Vice President, Business Development
    Ari Warmerdam

    Ari Warmerdam is Vice President, Business Development at Whittier Trust’s San Francisco office. He is responsible for developing and building client relationships in the San Francisco Bay Area and will also be working with clients across their long-term and multi-generational wealth goals and priorities. Ari brings nearly a decade of cross-sector business development experience, having […]

  • Carl P. Pierleoni

    Senior Vice President, Chief Risk & Compliance Officer
    Carl P. Pierlioni

    Carl is the Chief Risk & Compliance at Whittier Trust. His responsibilities include overseeing Whittier Trust’s compliance program, as well as leading enterprise risk management efforts. With over 25+ years of experience in wealth management, Carl is an insightful compliance expert with in-depth knowledge of fiduciary administration and applicable laws, rules and regulations. In his […]

  • Jacob Klaus

    Vice President, Client Advisor
    Jacob Klaus

    Jacob is a Vice President, Client Advisor with the Whittier Trust Company of Nevada. Jacob provides financial and fiduciary services to high net worth individuals and their families and works closely with multi-generational relationships including grantors, trustees, beneficiaries and business owners. He works closely with our clients to leverage the statutory framework available in Nevada […]

  • Kim Wright-Violich

    Director

    Ms. Wright-Violich is a Director for Whittier Trust.  She is co-founder and Managing Partner of Tideline, a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Its mission is to help clients excel in realizing financial and societal value. Prior to Tideline, Kim was the CEO of Schwab Charitable. […]

  • Ashley Fontanetta

    Vice President, Philanthropic Services

    Ashley is a Vice President in Whittier Trust’s Philanthropic Services department, providing philanthropic advisement to our high net worth clients and management services for their foundations and donor-advised funds. The Philanthropic Services team provides comprehensive consulting services for clients who wish to begin a formal process of charitable giving, enhance their existing philanthropy or explore […]

  • Bryce D. Coats

    Vice President, Portfolio Manager

    Mr. Coats brings over twenty years of investment experience in both traditional and alternative asset classes spanning portfolio management, risk management, research and business development.  Prior to joining Whittier Trust, Bryce was Director of Sales & Marketing for Madison Park Capital Partners, LLC, a Seattle based alternative investment fund.  Prior to Madison Park, he served […]