Whittier Trust Welcomes Gregg Millward as Vice President, Client Advisor
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce the recent hiring of Gregg Millward as Vice President, Client Advisor in its Pasadena office. In this role, Gregg provides a comprehensive range of wealth management, family office and trust services to affluent individuals and families, working closely with clients […]
David Dahl Reflects on Thirty Years With Whittier Trust
To our Whittier Trust Family, I want to express my deepest gratitude to each of you–clients, employees, and partners–who have been an integral part of the Whittier Trust family since I started here over 30 years ago. This journey has been extraordinary, and your unwavering support and commitment have made it all possible. This is a significant […]
Whittier Trust Welcomes Sharon Perlin, New Senior Vice President
Whittier Trust hires Sharon Perlin as Senior Vice President and Client Advisor with their Seattle and Portland offices. Sharon brings to her new role five years as a Senior Fiduciary Advisor for Wells Fargo Private Bank, and one year as a Trust officer for Bank of America Private Wealth Management. Prior to wealth management, Sharon […]
Whittier Trust Office Named A Top 25 Workplace in Los Angeles
Whittier Trust has been named one of L.A.’s 100 Best Workplaces by the Los Angeles Business Journal. The Whittier Trust offices rank as number 25 out of all midsize companies in the Los Angeles area. This is the second year in a row Whittier Trust has been included on this prestigious list. The award underscores […]
Whittier Trust Recognized in Washington’s Top 100 Workplaces
The Whittier Trust Seattle Office, an arm of The Whittier Trust Company of Nevada, has been named one of Washington’s 100 Best Workplaces by the Puget Sound Business Journal. Recognition on this esteemed annual list highlights Whittier Trust’s commitment to putting people first and their success in fostering an exceptional workplace environment based on the […]
Whittier Trust Newport Beach Office Named Amongst Orange County’s Best Workplaces
The Whittier Trust Newport Beach office, an arm of Whittier Trust Company, has been named one of Orange County’s 2023 Best Places to Work for midsize companies by the Orange County Business Journal. Recognition on this annual list highlights Whittier Trust’s commitment to putting their employees first and their success in fostering an exceptional workplace environment based on […]
Whittier Trust Promotes Danny Schenker to Vice President, Client Advisor in Nevada Office
Whittier Trust is thrilled to announce the promotion of Danny Schenker to Vice President, Client Advisor at its Reno, Nevada Office. Danny has more than seven years of family office, financial planning and trust administration experience. As Vice President, Danny Schenker plays a key role in providing comprehensive financial and fiduciary services to high-net-worth individuals […]
Whittier Trust Promotes Tom Suchodolski to Vice President, Client Advisor in South Pasadena Office
Whittier Trust is excited to announce the promotion of Tom Suchodolski to Vice President, Client Advisor at its South Pasadena Office. Tom has more than five years of experience providing ultra-high-net-worth clients with strategic wealth management services and advice. As Vice President, Tom Suchodolski plays a key role in providing comprehensive financial services to high-net-worth […]
Whittier Trust Office Named Top 5 Finalist in The STEP Private Client Awards
Whittier Trust’s Family Office has been named a Top 5 Finalist in the 2023-2024 STEP (Society of Trust and Estate Practitioners) Private Client Awards in the category of Multi-Family Office Team of the Year. This recognition serves as a testament to Whittier Trust’s commitment to providing comprehensive wealth management solutions. The STEP Private Client Awards celebrate the […]
Whittier Trust Welcomes Nielsen Fields as Vice President and Portfolio Manager in Newport Beach Office
Whittier Trust is pleased to announce the appointment of Nielsen Fields as Vice President and Portfolio Manager at its Newport Beach Office. Nielsen brings a wealth of experience and expertise in fundamental industry and company research, asset allocation, and portfolio management. As Vice President and Portfolio Manager, Nielsen Fields will play a crucial role in […]