Beyond Basic Security
Cyber criminals may be targeting you—here are six ways to fight back. In today’s interconnected world, protecting your digital information is vital. Cyber threats are constantly evolving, so staying informed and proactive is the best defense. At Whittier Trust, we take cybersecurity seriously, and we aim to help you maintain your online security and safeguard […]
Sandip Bhagat Explores Market Fundamentals and AI’s Long-Term Impact on Nasdaq TradeTalks
Whittier Trust Chief Investment Officer, Sandip Bhagat, joined Nasdaq experts in a dynamic conversation on market stability, the evolving role of AI in the U.S. economy and how patient, long-term investing can turn short-term market noise into opportunity. While the first half of the year was marked by volatility from trade, tariffs and geopolitical concerns, […]
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 […]
Three Things to Do Before You Sell Your Company
Structuring the sale of your business to preserve your assets and legacy. Many entrepreneurs looking to sell their business are unaware of how many options they have in structuring that sale and the profound differences those different paths can make. A well-planned sale can save thousands—or even millions—of dollars in taxes and lay the foundation […]
The Art of Stock Selection
Understand you are buying a business, not trading a stock. The casual investor tends to focus on the wrong thing when investing. Most will think of the stock as the investment while forgetting the most important part. The most important thing to remember about investing in stocks is that you are not just buying a […]
Market Insights – Third Quarter 2025
The Calm After The Storm The first half of 2025 delivered all the thrills and scares of a turbocharged roller coaster. The twists and turns were sudden and startling; the ups and downs were vicious and violent. The ride left investors shaken from a potentially calamitous experience where mistakes would have been easy to make […]
Is a Donor-Advised Fund Right For You?
Be sure you understand your charitable options before committing. A $1 billion dollar donation is always a big piece of news, and when an ultra-high-net-worth individual or family makes such a gift, the world is sure to take notice. Within the last year, such donations have been made to community foundation donor-advised funds (DAF). No […]