Frasca-Delaney, Kimberly
Kimberly Frasca-Delaney is a Senior Vice President, Client Advisor in the Pasadena office of Whittier Trust. She provides client advisory services to high-net-worth individuals, focusing particularly on intricate estate plans with complex legal structures. Prior to joining Whittier Trust in 2014, Kim practiced law with Russakow in Pasadena. She advised clients on estate planning, family […]
Covell, Jr., David G.
David is a Senior Vice President and Client Advisor in Whittier Trust’s Pasadena office. He has a wide range of experience and expertise in the trust and estate planning arena. During his 28 year career, he has exclusively been focused on trust and estate planning issues. Dave has a Bachelor of Arts degree in economics […]
Fontanetta, Ashley
Ashley is a Senior Vice President, Director of Philanthropy with Whittier Trust, providing advisory and administration services to high net worth individuals and families. Ashley specializes in philanthropic planning and administration, providing strategic consultation and guidance for clients who have an existing philanthropic entity or are looking to create one. Ashley brings to Whittier Trust […]
Troy, Edward
Edward Troy is a Senior Vice President, Client Advisor in the Pasadena office of Whittier Trust, where he builds and maintains relationships with clients and their networks of professional advisors to deliver cohesive, bespoke guidance on complex financial matters to high-net-worth individuals and families. With nearly 2 decades of experience, Edward specializes in investment management […]
Kendrick, Sam
Sam Kendrick is a Senior Vice President, Portfolio Manager with Whittier Trust, serving in the Pasadena, CA office. He advises clients on how to optimize risk-adjusted returns, after taxes, for each of their unique circumstances. For Whittier Trust’s core equity strategies, Sam covers the Consumer Discretionary and Energy sectors. He is also a portfolio manager […]
Millward, Gregg
Gregg Millward is a Vice President, Client Advisor in Whittier Trust’s Pasadena office, providing a full range of wealth management, family office and trust services to affluent individuals and families. He works closely with clients and their advisors to tailor strategies and solutions that meet their unique needs. Prior to joining Whittier Trust in 2023, […]
Pizula, Steven G.
Steve Pizula spent his 40-plus year career with Deloitte & Touche LLP (“Deloitte”), where he served as a Supervising Audit Partner for some of the firm’s most significant multi-national public and privately held companies. He developed an outstanding reputation in Southern California as a trusted business advisor and resource to senior management and boards during […]
McCarthy, Timothy K.
Tim McCarthy is a Managing Director based in Whittier Trust’s Pasadena office, where he leads firm-wide business development and marketing strategy. With four decades of experience advising ultra-high-net-worth individuals, families, foundations, and institutions, Tim is known for pairing deep financial acumen with a consultative, solutions-oriented approach. His leadership has been instrumental in driving record-breaking growth […]
Casey, Michael J.
Mike is the Chairman of the Board of the Whittier Trust Companies of California and Nevada. For the past 25 years, he has guided the firm’s transition from a family office to a multi-client family office and private trust company. This unique approach to wealth management combines the best aspects of a corporate fiduciary, world-class […]
Anderson, Elizabeth M.
Liz is a Vice President with Whittier Trust Company, and her primary focus is developing new relationships. Liz focuses on family business transitions and is passionate about assisting business owners with succession planning and pre-liquidity personal planning. Based in the firm’s Pasadena office, Liz has a strong network of relationships throughout Santa Barbara and Los […]