Whittier Trust Announces Semiannual Promotions
Whittier Trust announces promotions recognizing professionals at its Pasadena, West Los Angeles, and Newport Beach offices. Sam Kendrick, based in the Pasadena office, has been promoted to Senior Vice President, Portfolio Manager. He designs customized investment solutions with a focus on after-tax, risk-adjusted returns and is a member of the firm’s Investment Committee. Carter Thicke, […]
Whittier Trust Promotes Ashley Fontanetta to Director of Philanthropic Services and the Retirement of Pegine Grayson
Ashley Fontanetta has been promoted to Director of Philanthropic Services at Whittier Trust. Ashley has served as a Senior Vice President and Client Advisor, advising families on philanthropic planning and administration. In her new role, she leads the Whittier Philanthropic department and continues guiding clients in the formation and management of private foundations and donor […]
Whittier Trust Leadership Recognized by the Orange County Business Journal’s OC500 List
Whittier Trust is honored to announce that two of our distinguished leaders, Greg E. Custer and Dr. James “Jim” Doti, have once again been selected for the Orange County Business Journal’s OC500 Directory of Influence. Curated annually, the OC500 highlights the most impactful leaders, innovators, and change-makers shaping Orange County’s business landscape. This recognition underscores […]
Whittier Trust Makes History as the First U.S. Company Recognized by the Society of Trust and Estate Practitioners (STEP) as a Platinum Employer Partner
This prestigious designation celebrates Whittier Trust’s global leadership in developing top-tier trust and estate advisors and sets a new benchmark for client-focused professional excellence. Pictured: Greg Custer, Jeff Aschieris, Philip Cook, as well as Ejike Agubor and Rob Thompson with STEP Whittier Trust, the oldest multifamily office headquartered on the West Coast, today announced a historic achievement: the wealth management company has […]
Whittier Trust Recognized as One of the Best Places for Women to Work in Northern Nevada
Whittier Trust’s Reno office honored by Nevada Women’s Fund for creating an empowering workplace culture and advancing opportunities for women through education, purpose-driven work, and family-first values. The Whittier Trust Company of Nevada has been recognized by the Nevada Women’s Fund (NWF) as one of the Best Places for Women to Work in Northern Nevada […]
Whittier Trust Ranked Among Washington’s Best Places to Work
Whittier Trust’s Seattle office honored for exceptional workplace culture while celebrating 60 years in the region and 25 years serving local clients. Whittier Trust’s Seattle office has been named one of the Best Places to Work in Washington in 2025 by the Puget Sound Business Journal. This is a testament to the wealth management firm’s […]
Whittier Trust Promotes Jessica Guzman and William Dodds to Vice President
Whittier Trust Celebrates Rising Leaders Jessica Guzman and William Dodds, Highlighting the Firm’s Commitment to Developing Next-Generation Talent. Whittier Trust, the oldest multifamily office headquartered on the West Coast, proudly announces the promotions of Jessica Guzman and William G. Dodds to the roles of Vice President in the firm’s Newport Beach office and Seattle office, […]
Whittier Trust Promotes Derek Hamblet to Senior Vice President in Reno Office
Reinforcing Whittier Trust’s Culture of Excellence and Longstanding Commitment to Leadership Rooted in Client Service. The Whittier Trust Company of Nevada is proud to announce the promotion of Derek S. Hamblet to Senior Vice President and Client Advisor in the wealth management firm’s Reno office. This advancement reflects both Derek’s nearly two decades of experience […]
Whittier Trust Welcomes Vikram Ganu as Senior Vice President and Director of Tax
Vikram Ganu underscores Whittier Trust’s commitment to tax sensitivity as a cornerstone of the firm’s wealth management philosophy. Whittier Trust is pleased to announce the addition of Vikram Ganu as Senior Vice President and Director of Tax, based in the firm’s Menlo Park office. Vikram will lead Whittier Trust’s tax practice, advising high-net-worth individuals and […]
Whittier Trust Earns Top-Five Ranking in the Orange County Business Journal’s 2025 Best Places to Work Awards
Whittier Trust’s Newport Beach Office Celebrates Fourth Consecutive Year Recognized as a Top 10 Workplace by the Orange County Business Journal. Whittier Trust has been named the #5 Best Place to Work in Orange County by the Orange County Business Journal (OCBJ) for 2025, marking the firm’s fourth year inside the top 10 workplaces in […]