Whittier Trust Advisor Answers Questions Commonly Asked by Clients
In a recent roundtable discussion hosted by the San Diego Business Journal, Whit Batchelor, Executive Vice President and San Diego Regional Manager at Whittier Trust, joined fellow Southern California wealth management professionals to address the most pressing questions facing clients today. How do I strategically incorporate philanthropic vehicles like a donor-advised fund or family foundation into my […]
Whittier Trust Expands Presence in Southern California with New San Diego Office
Whit Batchelor, from Whittier Trust’s Newport Beach Office, is set to lead the expansion, strengthening client and community bonds within the region. Whittier Trust is excited to announce the opening of its newest office in San Diego, reinforcing its deep commitment to serving clients in the region with a local, personalized approach. With a legacy […]
Whittier Trust Names Whit Batchelor the Head of New San Diego Office
Bringing Decades of Wealth Management Expertise to San Diego’s Ultra-High-Net-Worth Families Whittier Trust is pleased to announce that Whit Batchelor has been appointed as Executive Vice President, Client Advisor and San Diego Regional Manager, where he will lead the firm’s newest office in San Diego. This appointment underscores Whittier Trust’s dedication to internal leadership development and its commitment […]
Whittier Trust Promotes Mathew N.S. Neben and Charlie R. Normandin
Whittier Trust Strengthens Client Service Excellence Within Reno and San Francisco Offices Through Advancement of Distinguished Internal Talent. Whittier Trust is pleased to announce the promotions of Mathew N.S. Neben to Senior Vice President, Portfolio Manager, and Charlie R. Normandin to Vice President, Client Advisor. These advancements reflect Whittier Trust’s continued commitment to finding and developing top-tier talent and […]
Edward Troy Joins Whittier Trust as Senior Vice President
Bringing 13 Years of Wealth Management Expertise, Edward Troy Will Continue to Enhance the Firm’s Legacy of Personalized Wealth Management. Whittier Trust is pleased to announce the appointment of Edward Troy, CFA, as Senior Vice President and Client Advisor in the firm’s Pasadena office. With over 13 years of experience guiding high-net-worth families and institutional investors, Edward […]
More than Wealth Management: The Whittier Difference
A fresh perspective from a recent addition to the team: Sharon Perlin joined Whittier Trust Company in January 2023. With nearly 20 years of experience providing legal counsel, she frequently remarks on the distinctive qualities that set Whittier apart from other companies in the wealth management field. “Although there are countless ways in which Whittier stands out,” Sharon […]
Guarding Ultrawealthy Clients and Their Networks From Identity Theft
Many ultrahigh net worth clients spend a good portion of their lifetime building their wealth. Losing that wealth due to identity theft is a nightmare scenario — one that is becoming increasingly common in today’s world, as AI automation and efficiencies allow bad actors to increase the scale and impact of their attacks. Although a recent study […]
Whittier Trust Celebrates 60 Years in the Pacific Northwest
Company Proudly Marks 25th Anniversary in Seattle Whittier Trust, the oldest multi-family office headquartered on the West Coast, celebrates two major milestones in 2025: 60 years of service to the Pacific Northwest and the 25th anniversary of our Seattle office. Our legacy in the Pacific Northwest began in the 1960s with founder Paul Whittier’s vision and […]
Finding The Right Family Office
For high-net-worth individuals and families, a family office can optimize giving, investing and more. The term “family office” is frequently used, but what exactly does it mean and how are these services delivered? Each high-net-worth family needs a full complement of professionals to manage their needs. What does this look like? There are probably as many configurations of a family […]
Whittier Trust Elevates Dean Byrne to Executive Vice President
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce that Dean Byrne, CFA®, has been promoted to Executive Vice President, while continuing to serve as Senior Portfolio Manager and Regional Manager of the Whittier Trust Company of Nevada, Inc. In his role, Dean is responsible for leading a team of experienced […]