Whittier Trust and the Second Harvest Food Bank
Whittier Trust proudly sponsored the Second Harvest Food Bank’s annual “No Lunch” Lunch. This meaningful event brought together community members for a simple meal of soup, bread, and salad to raise awareness about food insecurity and support the fight against hunger. The event featured a State of the Food Bank update, inspiring videos, and a call […]
Whittier Trust Making a Local Impact at the YMCA
Whittier Trust is proud to share that Matt Markatos, Senior Vice President, Senior Client Advisor and head of the West LA Office, has joined the Board of Managers at the YMCA. Matt’s connection to the YMCA runs deep—his involvement spans decades, from childhood experiences to years as a camp counselor and now as a parent watching his […]
David Dahl Visits The Boys and Girls Club of San Bernardino
David Dahl, President and CEO of Whittier Trust, recently had the privilege of meeting with the inspiring leaders at the Boys & Girls Club of San Bernardino. Their shared commitment to empowering young people as productive, caring, and responsible citizens made the visit especially impactful. David believes that “investing in youth is investing in our future,” […]
Whittier Trust Volunteers at the Orange County Food Bank
On Martin Luther King Jr. Day, as part of the National Day of Service, Chief Portfolio Manager Caleb Silsby, CFA, and his daughter joined thousands of families at the Community Action Partnership of Orange County Food Bank to combat food insecurity and give back to those in need. Their volunteer efforts were recognized in a […]
Whittier Trust Office Recognized as the #12 Best Place to Work in Los Angeles
For the third consecutive year, Whittier Trust has been honored as one of L.A.’s 100 Best Workplaces by the Los Angeles Business Journal, securing the 12th spot among midsize companies in 2024. This significant jump from #25 in 2023 highlights Whittier Trust’s unwavering dedication to fostering a top-tier work environment that values both employee satisfaction […]
Whittier Trust Supports Nevada Family Businesses & Entrepreneurs
Whittier Trust is a title sponsor of The Family Business Program at the University of Nevada, Reno, a unique effort within the school’s Ozmen Center for Entrepreneurship that supports the entrepreneurial spirit and family values of University students, alumni, friends, and the broader community of Northern Nevada. The program provides learning opportunities and assistance to existing and aspiring […]
Whittier Trust On Board With The United Way
Greg Custer recently joined the Board of Directors of the United Way of Orange County alongside six other leaders in the community. As the United Way celebrates 100 years of serving Orange County, The Whittier Trust Executive Vice President hopes to give back to his community by helping the organization in its goals to deliver measurable long-term solutions […]
Supporting Generations of Change with Families Forward Learning Center
For over six decades, Families Forward Learning Center has been a cornerstone of support for poor and low-income families in Northwest Pasadena and West Altadena. Through their two-generation learning programs, they provide early childhood education while equipping parents with the tools and resources needed to break the cycle of poverty and prepare their families for long-term […]
Supporting City of Hope Orange County at the 11th Annual Let’s Be Frank Gala
We were proud to have Nielsen Fields, CFA, Sam Bauserman & Sophia Nolan of the Whittier Trust team attend the 11th annual Let’s Be Frank About Cancer gala, joining clients who are passionate supporters of City of Hope Orange County—a nationally recognized leader in cancer research and care. The event raised nearly $900,000 to support […]
Nick Momyer and Danielle Delmar Represent Whittier Trust at UW State of the Economy Forum
We were proud to sponsor the 2025 State of the Economy Forum hosted by the University of Washington Foster School of Business—a meaningful event that brought together faculty, business leaders, and economic experts to explore the key trends shaping today’s market. A special thank you to Nick Momyer, CAIA and Danielle Delmar for representing Whittier […]