Whittier Trust Announces Retirement of Paul Cantor, Promotion of Nickolaus Momyer
Whittier Trust announces the retirement of Paul Cantor after 13 years of extraordinary service and commitment as Executive Vice President, Client Advisor, and Northwest Regional manager. Nickolaus Momyer, Senior Vice President and Senior Portfolio Manager with Whittier Trust, will assume the role of Northwest Regional Manager, Senior Vice President, Senior Portfolio Manager. “Paul’s many years […]
Is Becoming a Financial Professional a Good Career Path? Advice From Whittier Trust Wealth Management Advisors
Whittier Trust pros share insights about why a career path in finance can be rewarding—and challenging Pursuing a career as a finance professional, especially in investment wealth management, can be worthwhile and fulfilling. At Whittier Trust, advisors are the heartbeat of the company, making a career path in finance an opportunity to impact the lives of their clients […]
Whittier Trust Welcomes Dr. Jerrold D. Green to the Board of Directors
Whittier Trust is pleased to announce that Dr. Jerrold D. Green has joined the wealth management company’s board of directors. Dr. Green is a renowned scholar and executive with extensive experience in global business and diplomacy. As President and Chief Executive Officer of the Pacific Council on International Policy in Los Angeles, Dr. Green brings […]
Brian Bissell Inducted into Georgetown Hall of Fame
Wealth management is a crucial aspect of financial planning for high-net-worth families and individuals, and having the right advisor or consultant can make all the difference. Meet Brian Bissell, a top-performing athlete in the sailing world who now provides expert wealth management services as a senior vice president and client advisor for the Whittier Trust Company. […]
Whittier Trust Promotes Ashley Fontanetta to Senior Vice President
Whittier Trust Company is excited to announce the promotion of Vice President, Ashley Fontanetta, to the role of Senior Vice President. As a Senior Vice President, Ashley will provide advisory and administration services to high-net-worth individuals and families. She specializes in philanthropic planning and administration, providing strategic consultation and guidance for clients who have an existing philanthropic […]
Whittier Trust Welcomes Kristen Matteoni as Vice President, Junior Counsel
Whittier Trust Company hires Kristen Matteoni as Vice President and Junior Counsel. In this role, she is responsible for assisting in the legal affairs of Whittier Trust, advising on trust, fiduciary, corporate, regulatory, and business matters. Kristen brings to Whittier Trust seven years of experience in trust and estate law. She most recently served as an Estate […]
Whittier Trust Opens New Office in Menlo Park, California
Whittier Trust Company is proud to announce the opening of a new office location in Menlo Park. Whittier Trust is a holistic wealth management company providing comprehensive investment, philanthropy, trust, family office and real estate services for wealthy individuals and families. The opening of the new Menlo Park location reflects the success seen by the […]
Family Office: Best Practices for Successful Families
Establishing a family office is a holistic family wealth management solution Traditional models of wealth management focus solely on the portfolio. This model is flawed, however, as it doesn’t take into account the entire family picture. Seventy percent of family wealth doesn’t transition to the next generation due to a lack of both preparing the […]
Whittier Trust Presents: Good Health is the Ultimate Wealth
Cancer prevention tips from experts at the USC Norris Comprehensive Cancer Center Whittier Trust partnered with USC Norris Comprehensive Cancer Center to provide exclusive access to a panel of four cancer experts, thanks to our longstanding relationship with Keck Medicine of USC. During this ask-the-experts webinar, the panel shared the latest research on urological, gynecological […]
Whittier Trust Promotes Dean Byrne to Nevada Regional Manager, Senior Vice President, Senior Portfolio Manager
Whittier Trust Company promotes Dean Byrne to Regional Manager of Whittier Trust Company of Nevada, Senior Vice President, Senior Portfolio Manager. In addition to his new duties as head of the Whittier Trust Reno office, Dean manages equity, fixed income, and alternative assets for high-net-worth individuals and foundations. Dean advises clients on issues such as […]