Whittier Trust Welcomes Julie Nesbit to Board of Directors
Julie Nesbit joins Whittier Trust Company’s Board of Directors. Julie recently retired from Whittier Trust after serving for 12 years as Executive Vice President and Executive Director of Philanthropic Services in South Pasadena, California. In addition to Julie’s new position as a Director of Whittier Trust Company, she is a Trustee of the California Science […]
Whittier Trust Welcomes Andrew Paulson as Vice President
Whittier Trust Company hires Andrew Paulson as Vice President, Real Estate in South Pasadena, California. As Vice President, Andrew Paulson is responsible for directing and overseeing real estate portfolios for Whittier Trust clients and servicing their real estate needs. This includes acquisitions, dispositions, financing, leasing, and sourcing real estate investment opportunities. He also works to […]
When it comes to crafting a winning wealth game plan, how deep is your bullpen?
By Whittier Trust Who doesn’t love baseball, aptly called “The Great American Pastime”? The best games take the fans, players and coaches on a nine-inning journey with highs and lows, demonstrations of strength and strategy, and ultimately, a celebration of the winning team’s victory. Whittier Trust Company Assistant Vice President and Client Advisor Austin Barr— […]
Beyond the Sport: Translating Sailing Values into Business
By: Haley Kirk Dahl & Kayla McComb La Dow Sailing is one of the most unique sports in the world, transcending age and gender. It is more than a sport. It is a truly international community where sailors around the world can find comfort swapping racing stories and cruising tales. Friends found while sailing often become family […]
Time for an Upgrade
By Jay Karpen Following two long and challenging years of COVID, many of us are finally planning our next vacation to a far-off location. We deserve a smooth and safe flight, absent the unforeseen events – delayed flights, uncertain weather, airsick children. Spending time selecting the right travel partner is the best way to ensure a […]
Whittier Trust Presents: Sailing World Roundtable Featuring Whit Batchelor
Whittier Trust Senior Vice President and Client Advisor, Whit Batchelor, joins Sailing World Roundtable for a discussion with Editor and Chief, Dave Reed. As a professional-client advisor and avid sailor himself, Whit provides an experienced and knowledgeable perspective for those new to the boat buying process. Whit offers his thoughts on planning a budget through […]
Whittier Trust Presents USC Keck: Innovations in Aging Well
Whittier Trust is excited to provide access to a panel of experts from Keck Medicine of USC thanks to our longstanding relationship with the medical center. You’re invited to hear about revolutions in diagnosis, treatment, and tips for optimal and joyful aging. Topics will also include heart health, eye health, and Alzheimer’s prevention. Whittier Trust […]
Whittier Trust Presents USC Keck: Innovations in Aging Well
Whittier Trust is excited to provide access to a panel of experts from Keck Medicine of USC thanks to our longstanding relationship with the medical center. You’re invited to hear about revolutions in diagnosis, treatment, and tips for optimal and joyful aging. Topics will also include heart health, eye health, and Alzheimer’s prevention. Whittier Trust […]
A Letter From the CEO
It was the thrill of a lifetime crossing the finish line off of Diamond Head at the conclusion of the 51st Annual Transpacific Race. The Transpac from Long Beach to Honolulu is one of the oldest and longest ocean races. The race started July 17th and would conclude seven days later after traveling 2,225 nautical miles. We […]
The One Strategy High Net Worth Individuals Depend On To Grow Wealth
Beginning wealth accumulation can be a stressful phase in your lifetime and the pressure that comes with growing your wealth grows with it. Many people may find themselves starting a strategy to deal with high-priority action items, but aren’t able to see how everything works together. Whit Batchelor, Senior Vice President and Client Advisor at […]