Kirk Dahl, Haley

Haley is a Senior Vice President, Client Advisor in Whittier Trust’s Orange County office. Haley develops and maintains relationships with clients and their existing team of professional advisors to provide seamless service in the areas of wealth management, philanthropy, family continuity, estate planning and trust services. Haley has specialized expertise in philanthropic advisory services for […]

Aschieris, Jeffrey J.

Jeff is a Vice President, Client Advisor in Whittier Trust’s Orange County Office. In addition to trust administration and estate planning, he provides tailored family office services to Whittier Trust clients with an emphasis on personal financial planning. Jeff earned his MBA from the USC Marshall School of Business and his Bachelor’s degree in business […]

Bissell, Brian G.

Brian Bissell is a Senior Vice President, Client Advisor in the Orange County office of Whittier Trust. He provides a full range of wealth management, family office, philanthropic, real estate, and trust services. Brian specializes in creating plans that help families achieve their long-term goals and objectives. The discussions often start with strategizing and finding […]

Custer, Greg E.

Greg is an Executive Vice President, Orange County Administration Manager in Whittier Trust’s Newport Beach office. Greg provides client administrative services to a wide range of client profiles, focusing on individuals with very high net worth. Greg advises clients on matters ranging from estate plans, gifting, and real estate to various concierge services. He provides […]

Silsby, Caleb

Caleb is the Chief Portfolio Manager working at Whittier Trust since 2006. Caleb’s background includes virtually all asset classes. Since joining Whittier Trust, Caleb has been the lead Portfolio Manager on the fixed income strategies, lead research analyst on the Industrial and Energy equity sectors, and prior to joining Whittier Trust, Caleb worked in real […]

Andrews, Neva

Neva is an Assistant Vice President, Client Advisor in Whittier Trust’s Orange County Office. She is responsible for assisting in the administration of trusts, overseeing family strategy and structure, and next-generation education. She is primarily responsible for providing high-touch family office services. Before joining Whittier Trust in January 2022, Neva built a strong foundation in […]

Beltz, Jerad

Jerad Beltz is the Senior Vice President and Deputy General Counsel at Whittier Trust. He handles a wide variety of legal affairs for Whittier Trust and its affiliates, including fiduciary, governance, regulatory, business, and corporate matters. Jerad brings twenty years of legal experience to Whittier Trust. Most recently, he was a Partner at Saul Ewing […]