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 […]
Sponsoring Cancer Support Community’s 35th Annual Angel Gala
Whittier Trust was proud to be a sponsor of the 35th Annual Angel Gala hosted by Cancer Support Community at the Langham Hotel. It was an inspiring evening dedicated to supporting individuals and families impacted by cancer. A special thank you to Kathleen Briley and Jeff Treut for representing Whittier Trust and showing our continued […]
Devin Wikke Speaks at Stanford’s Conference on Charitable Giving
Whittier Trust was proud to sponsor the reception at the Conference on Charitable Giving at Stanford University. Devin Wikke, CFP®, CTFA, Jesse Ostroff, MPP, CAP®, Charlie Normandin, CTFA, and Sophia Nolan represented our team and took part in meaningful discussions around philanthropy, impact, and legacy. A special thank you to Devin, who spoke during the […]
Celebrating Whittier Trust Honoree Rebecca Menhall Duguid at Nevada Women’s Fund Salute
We were proud to attend the Nevada Women’s Fund Salute to Women of Achievement, a remarkable event celebrating 75 inspiring women who are making a meaningful impact across Nevada. With nearly 1,400 in attendance and over $300,000 raised, the event was a powerful reminder of the importance of investing in education, opportunity, and community. We […]
Sponsoring the Helen Woodward Animal Center Spring Fling Gala
Whittier Trust was honored to sponsor the 2025 Helen Woodward Animal Center Spring Fling Gala, held at the La Valle Coastal Club in Rancho Santa Fe. This year’s “Yacht Rock”–themed evening brought together a passionate community of supporters to raise funds for Helen Woodward’s mission to rescue, heal, and place animals in loving homes. The […]