Whittier Trust Names Whit Batchelor the Head of New San Diego Office
Bringing Decades of Wealth Management Expertise to San Diego’s Ultra-High-Net-Worth Families Whittier Trust is pleased to announce that Whit Batchelor has been appointed as Executive Vice President, Client Advisor and San Diego Regional Manager, where he will lead the firm’s newest office in San Diego. This appointment underscores Whittier Trust’s dedication to internal leadership development and its commitment […]
Whittier Trust Promotes Mathew N.S. Neben and Charlie R. Normandin
Whittier Trust Strengthens Client Service Excellence Within Reno and San Francisco Offices Through Advancement of Distinguished Internal Talent. Whittier Trust is pleased to announce the promotions of Mathew N.S. Neben to Senior Vice President, Portfolio Manager, and Charlie R. Normandin to Vice President, Client Advisor. These advancements reflect Whittier Trust’s continued commitment to finding and developing top-tier talent and […]
Edward Troy Joins Whittier Trust as Senior Vice President
Bringing 13 Years of Wealth Management Expertise, Edward Troy Will Continue to Enhance the Firm’s Legacy of Personalized Wealth Management. Whittier Trust is pleased to announce the appointment of Edward Troy, CFA, as Senior Vice President and Client Advisor in the firm’s Pasadena office. With over 13 years of experience guiding high-net-worth families and institutional investors, Edward […]
Whittier Trust Celebrates 60 Years in the Pacific Northwest
Company Proudly Marks 25th Anniversary in Seattle Whittier Trust, the oldest multi-family office headquartered on the West Coast, celebrates two major milestones in 2025: 60 years of service to the Pacific Northwest and the 25th anniversary of our Seattle office. Our legacy in the Pacific Northwest began in the 1960s with founder Paul Whittier’s vision and […]
Whittier Trust Elevates Dean Byrne to Executive Vice President
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce that Dean Byrne, CFA®, has been promoted to Executive Vice President, while continuing to serve as Senior Portfolio Manager and Regional Manager of the Whittier Trust Company of Nevada, Inc. In his role, Dean is responsible for leading a team of experienced […]
Robert Levy Named Director of Investments at Whittier Trust
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is proud to announce that Robert L. Levy has been elevated to the role of Director of Investments for Whittier Trust Company of Nevada, Inc., as a reflection of his continued dedication and contributions to the firm. In this new role, Robert helps oversee the company’s investment strategy, […]
Whittier Trust Elevates Brittany Renna to Vice President
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce the promotion of Brittany Renna, CFP®, APMA®, CTFA®, to the role of Vice President, Client Advisor, with the firm’s Newport Beach office. In her new role, Brittany will deliver a holistic and customized approach to managing clients’ wealth and estates, […]
Whittier Trust Office Recognized as the #12 Best Place to Work in Los Angeles
Whittier Trust Celebrates Third Consecutive Year on the Los Angeles Business Journal’s Top 100 Workplaces List. For the third year in a row, Whittier Trust has been named one of L.A.’s 100 Best Workplaces by the Los Angeles Business Journal. Whittier Trust was proud to be recognized at the 18th Annual Best Places to Work Awards […]
Whittier Trust Honored as a Finalist for ‘Multi-Family Office Team of the Year’ for the Second Consecutive Year at the 2024 STEP Private Client Awards
Whittier Trust, the oldest multi-family office headquartered on the West Coast, has been named a Top 5 Finalist in the 2024 STEP (Society of Trust and Estate Practitioners) Private Client Awards in the category of Multi-Family Office Team of the Year for the second year in a row. This recognition is a testament to Whittier Trust‘s commitment to […]
Whittier Trust Announces Promotions and Continued Investment in Talent
Whittier Trust, the oldest wealth management firm headquartered on the West Coast, announced six promotions across its California and Nevada offices. The promotions reflect Whittier Trust’s commitment to investing in key talent and ensuring exceptional service for its clients. Promoted Executives: Jeffrey J. Aschieris: Vice President, Client Advisor Amanda Buntmann: Vice President, Client Advisor Kayla La […]