Whittier Trust Welcomes Julie Nesbit to Board of Directors
Julie Nesbit joins Whittier Trust Company’s Board of Directors. Julie recently retired from Whittier Trust after serving for 12 years as Executive Vice President and Executive Director of Philanthropic Services in South Pasadena, California. In addition to Julie’s new position as a Director of Whittier Trust Company, she is a Trustee of the California Science […]
Whittier Trust Welcomes Andrew Paulson as Vice President
Whittier Trust Company hires Andrew Paulson as Vice President, Real Estate in South Pasadena, California. As Vice President, Andrew Paulson is responsible for directing and overseeing real estate portfolios for Whittier Trust clients and servicing their real estate needs. This includes acquisitions, dispositions, financing, leasing, and sourcing real estate investment opportunities. He also works to […]
A Letter From the CEO
It was the thrill of a lifetime crossing the finish line off of Diamond Head at the conclusion of the 51st Annual Transpacific Race. The Transpac from Long Beach to Honolulu is one of the oldest and longest ocean races. The race started July 17th and would conclude seven days later after traveling 2,225 nautical miles. We […]
Former Chapman University President and Noted Orange County Economist James Doti Joins Whittier Trust Board of Directors
Whittier Trust today announced that Dr. James Doti, president emeritus of Chapman University and noted Orange County economist, has joined its board of directors. “Jim is a pioneer in the field of economic forecasting and one of the most respected voices on business and the economy,” said Whittier Trust President and CEO David Dahl. “He […]
Whittier Trust Names New CEO Upon Completing Executive Succession
Whittier Trust Investment and Wealth Management is pleased to announce that David A. Dahl has been named CEO. Michael J. Casey will remain with the firm in the new position of Executive Chairman, where he will provide strategic leadership and guidance within the firm. Mr. Casey has made an indelible mark on Whittier Trust since […]
Whittier Trust Promotes Two Client Advisors
Two tenured employees of Whittier Trust are being promoted to Senior Vice President of Whittier Trust Company Whittier Trust Investment and Wealth Management is pleased to announce that Whit Batchelor and Kathleen Briley have both been promoted to Senior Vice President, Client Advisor. Read More