What a Financial Quarterback Actually Does
A keyed-in family office makes sure all your experts are working togetherBy Whittier Trust Most families with significant wealth don’t lack good advisors. They tend to have a roster that includes a detail-oriented CPA, a capable estate attorney, and a trusted investment manager. Each person is great at their job, and yet there can still […]
Whittier Trust Announces Key Promotions: Jay Karpen, Brittnay Ahn and Ryan Pile
Whittier Trust announces the promotions of Jay Karpen, Brittnay Ahn, and Ryan Pile to Senior Vice President in recognition of their exceptional leadership, expertise, and dedication to the individuals and families they serve. “These promotions recognize the exemplary work ethic, performance, and client-first approach that Jay, Brittnay, and Ryan bring to Whittier Trust each day,” […]
Whittier Trust Expands West Los Angeles Office to Support Regional Growth
Whittier Trust has doubled the size of its West Los Angeles office, marking a significant expansion four years after establishing the Santa Monica Boulevard location. The move increases capacity to support the firm’s growing local team and enhances our ability to deliver high-touch and personalized services for ultra-high-net-worth clients across the Westside. The expanded footprint […]
Whittier Trust Names Chelsea M. Healey Vice President, Associate Counsel
Chelsea Healey brings a decade of legal experience in fiduciary, trust and estate, and corporate matters to the firm’s Legal Affairs team Whittier Trust is pleased to announce the appointment of Chelsea M. Healey as Vice President, Associate Counsel. Chelsea will provide strategic legal guidance across Whittier Trust and its affiliates, overseeing core areas including […]
Whittier Trust Welcomes Kimberly Shepherd to Board of Directors
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to welcome Kimberly Shepherd to its Board of Directors. Shepherd joins Whittier Trust with a distinguished record of board leadership across some of Southern California’s most respected institutions, spanning healthcare, higher education, and family philanthropy. Her appointment reflects Whittier Trust’s continued commitment […]
Whittier Trust Named a Top Five Finalist in Two Categories of the 21st Annual STEP Private Client Awards
Whittier Trust has been named a Top Five Finalist in both the Employer of the Year and Philanthropy Team of the Year categories for the 21st Annual Society of Trust and Estate Practitioners (STEP) Private Client Awards. This marks the third consecutive year Whittier Trust has been honored as a finalist by STEP, a global […]
Whittier Trust Recognized as a Quantum Certified Workplace™ in the Puget Sound
Honor marks the fifth consecutive recognition of the Seattle office’s exceptional workplace and employee culture Whittier Trust’s Seattle office has been recognized as a 2026 Quantum Certified Workplace™ in Washington. This marks half a decade of continuous recognition for workplace excellence in the Pacific Northwest. The Quantum Certified Workplace designation is awarded to organizations that demonstrate a sustained focus on […]
Whittier Trust Welcomes Christy Mason as Vice President, Client Advisor
Whittier Trust welcomes Christy Mason as Vice President, Client Advisor in the firm’s Newport Beach office. Christy brings more than 12 years of experience across investment and alternative products. Prior to joining Whittier Trust, she served as a Vice President at PIMCO, where she focused on regulatory compliance, working extensively with securities laws and supporting […]
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 […]