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 […]
Whittier Trust Recognized as the #6 Best Place to Work in Los Angeles
Whittier Trust Celebrates Fourth Consecutive Year on the Los Angeles Business Journal’s Top 100 Workplaces List. Whittier Trust has once again been recognized as one of the best places to work in Los Angeles, this year climbing to 6th place among midsize companies on the Los Angeles Business Journal’s annual list. This marks the fourth […]
Whittier Trust Promotes Jesse Ostroff and Patrick Coyle to Vice President
Whittier Trust strengthens a culture of excellence through internal advancement. Whittier Trust is pleased to announce the promotions of Jesse Ostroff and Patrick Coyle to the role of Vice President. These promotions underscore Whittier Trust’s commitment to hiring best-in-class client advisors and portfolio managers, fostering professional development, and advancing talent from within as the firm […]
Whittier Trust Welcomes Steven Ward as Vice President of Real Estate in Newport Beach
Whittier Trust is proud to welcome Steven Ward as Vice President of Real Estate, based in the firm’s Newport Beach office. Steven joins Whittier Trust with an extensive background in real estate investment and a track record of helping clients navigate and maximize their holdings across a wide range of asset classes. In his new role, Steven will be […]
Whittier Trust Featured in San Diego Business Journal
Whit Batchelor sat down with the San Diego Business Journal to discuss Whittier Trust’s newest office. Whittier Trust, a Pasadena-based wealth management company that serves “ultra-wealthy” clients, is opening a San Diego County office in Carmel Valley. Founded in 1989 by the Whittier Family, which includes Helen Woodward of the animal shelter fame and philanthropist Paul Whittier, […]
Whittier Trust Welcomes Kiley Barnhorst MacDonald as Senior Vice President, Client Advisor
Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald. Whittier Trust is pleased to welcome Kiley Barnhorst MacDonald as Senior Vice President and Client Advisor, based in the firm’s new San Diego office. With more than 30 years of experience at the intersection of the legal, corporate, and nonprofit […]
Ted Fogliani Joins Whittier Trust San Diego Office as Vice President of Business Development
Whittier Trust Grows San Diego Team and Fortifies Its Commitment to the Entrepreneurial Spirit with the Addition of Ted Fogliani. Whittier Trust is pleased to announce the addition of Ted Fogliani as Vice President of Business Development in the firm’s San Diego office. A veteran entrepreneur and former CEO with over 25 years of experience building successful companies in […]
Philip Cook Joins Whittier Trust Seattle Office as Vice President and Client Advisor
Celebrating its 25th anniversary in 2025, the Whittier Trust Seattle Office continues to grow and strengthen its family office services with experienced CPA, Philip Cook. Whittier Trust is proud to welcome Philip Cook as Vice President and Client Advisor in the firm’s Seattle office. A seasoned advisor with more than 18 years of experience in tax, estate planning, trust […]
Whittier Trust Welcomes Josh Elcik as Senior Vice President, Director of Information Technology
Josh Elcik’s appointment reflects continued growth and a firm-wide commitment to a secure and seamless digital experience for Whittier Trust clients. Whittier Trust is pleased to announce the addition of Josh Elcik as Senior Vice President and Director of Information Technology. A seasoned technology executive with more than two decades of experience leading at the intersection of innovation and […]
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 […]