Anna Peterson’s addition to the San Diego office reflects continued growth and demand for personalized wealth services in the region.
Whittier Trust
In this role, Anna serves as a strategic advisor to high-net-worth individuals and families, delivering bespoke family office services that integrate generational wealth transfer and tax-optimized strategies. Her collaborative approach and ability to navigate complex wealth structures make her a valuable addition to Whittier Trust’s advisory team.
“Anna’s background working with ultra-high-net-worth families and her expertise in multifaceted estate planning make her a natural fit for Whittier Trust,” said Whit Batchelor, Executive Vice President, Client Advisor, and San Diego Regional Manager at Whittier Trust. “As we continue to grow our presence in San Diego, Anna strengthens our ability to deliver tailored advice that reflects both the complexity and individuality of our clients’ financial lives.”
Prior to joining Whittier, Anna was a key member of the Family Office team at ICONIQ in San Francisco, where she advised families with assets ranging from $100 million to over $1 billion. She holds both the Certified Financial Planner™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations and earned her Bachelor of Arts & Sciences from Boston College.
Whittier Trust’s San Diego office has seen steady momentum, reflecting the broader demand for integrated, relationship-driven wealth management in Southern California. Anna’s arrival further bolsters the firm’s ability to meet that demand with sophisticated, multi-generational planning and advisory capabilities.
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