Healey, Chelsea M.

Chelsea M. Healey is Vice President, Associate Counsel at Whittier Trust.  She is responsible for assisting with a wide variety of legal affairs for Whittier Trust, and its affiliates, including fiduciary, business, governance, regulatory, and corporate matters. Chelsea brings a decade of legal experience to Whittier Trust. Most recently, she was a Senior Attorney at […]

Wickers, Carie

Carie is Senior Vice President and Controller of Whittier Trust, where she manages the Corporate Accounting department. Carie has more than 30 years of accounting experience. Prior to joining Whittier in 2010, Carie served as Vice President and Manager of Financial Planning and Reporting/Analysis for Union Bank’s Wealth Management Division and as the CFO and […]

Yun, Sarah

Sarah Yun is a Vice President in Whittier Trust’s Philanthropic Services Department. In this role, she leads the Young Adults Forward Fund, a family fund she has advised since 2021. The Young Adults Forward Fund envisions a Los Angeles where all young adults, particularly those transitioning from the child welfare or criminal justice system, thrive. […]

Suchodolski, Tom

Tom is a Vice President and Client Advisor in Whittier Trust’s Pasadena office, where he advises multigenerational ultra-high-net-worth families on complex wealth management matters. Since joining Whittier Trust in 2019, he has guided clients through decisions involving investments, estate and legacy objectives, ownership and entity structures, tax-sensitive issues, and broader family balance sheet dynamics. A […]

Sanders, Teague

Teague is a Senior Vice President and Senior Portfolio Manager for Whittier Trust. In addition to being co-manager of our Small Cap and SMID investment strategies, he is a member of our Investment Committee and is responsible for analyzing Consumer Discretionary companies for the core equity strategies. Teague manages portfolios for both taxable and tax-exempt […]

Sanchez, Gus

Gus is Senior Vice President of Human Resources at Whittier Trust. He is responsible for Whittier’s talent acquisition, employee benefits, compensation, employee relations, talent development, and employee engagement. He is also responsible for the management of telecommunications, office services, premises maintenance, and security at all locations. Prior to joining Whittier Trust Gus held a number […]

Renken, Robert W.

Robert W. Renken is Executive Vice President, Deputy General Counsel at Whittier Trust. He is responsible for the legal affairs of the Trust Companies and their affiliated entities Bob brings to Whittier Trust over twenty years of experience in providing legal advice to closely held businesses and high net-worth individuals, focusing on business succession and […]

McGuinness, Liam J.

Liam is the Chief Financial Officer of the Whittier Trust Company. His responsibilities include overseeing the Corporate Accounting, Tax, and Client Accounting departments. Liam has over 25 years of financial services experience. Prior to joining Whittier in 2015, Liam served as Vice President of Corporate Finance at Oaktree Capital Management, L.P. in Los Angeles, where […]

Kraus, Sean C.

Sean is a Senior Vice President and Senior Portfolio Manager in Whittier Trust’s Southern California office. He is responsible for managing portfolios for individual high net worth clients, foundations and endowments. Prior to joining Whittier Trust, Sean worked as Chief Investment Officer and Head of Marketing for a top Los Angeles wealth management team at […]

Gard, William “Alec,” CTFA

Alec is a Vice President, Client Advisor in Whittier Trust’s Pasadena office, where he specializes in advising high-net-worth families, entrepreneurs, and executives. He works closely with his clients’ network of trusted professionals to develop customized solutions for wealth preservation, complex trust structures, and multi-generational planning. With a deep understanding of fiduciary investment management, Alec is […]