Ramos, Jorge
Jorge Ramos is Vice President in Whittier Trust’s Real Estate Department. He oversees the operations, leasing, and overall management of multiple real estate portfolios. Additionally, Jorge participates in the acquisition and disposition of properties on behalf of The Whittier Trust Company and its clients. Jorge has over 20 years of experience in asset management, operations […]
Ostroff, Jesse
Jesse is a Vice President, Client Advisor in the Philanthropic Services department in Whittier Trust’s Pasadena headquarters. He provides advisory and administration services to high-net-worth entities, individuals and families. Jesse specializes in philanthropic planning and administration, providing strategic consultation and guidance for clients who have an existing philanthropic entity or who are looking to create […]
Coyle, Patrick
Patrick Coyle is a Vice President and Portfolio Manager at Whittier Trust, where he serves as the lead manager for the firm’s International Equity strategy. He also has extensive experience conducting manager due diligence on externally managed investment funds and oversees portfolios for both taxable and tax-exempt entities. Patrick is based in the firm’s Pasadena […]
Bhagat, Sandip A.
Sandip Bhagat is the Chief Investment Officer at Whittier Trust. He is responsible for Whittier Trust’s investment policies, strategies, and research across traditional and alternative asset classes. Sandip has over 25 years of portfolio management, research, and trading experience in equities, asset allocation, alternatives, derivatives, and multi-asset class investment solutions. Prior to joining Whittier Trust […]
Paulson, Andrew
As Vice President of Real Estate in the Pasadena office, Andrew Paulson is responsible for directing and overseeing real estate portfolios for Whittier Trust clients and servicing their real estate needs. This includes asset management, acquisitions, dispositions, financing, leasing, and sourcing real estate investment opportunities. He also works to develop new business for Whittier Trust. Andrew brings to […]
Elcik, Josh
Josh Elcik is a Senior Vice President, Director of Information Technology in Whittier Trust’s Pasadena office. He is a technology executive with over 25 years of experience driving digital transformation across the energy, media, and financial sectors. During his career, he has led strategic technology initiatives that have streamlined operations, reduced costs, and supported rapid […]
Delmar, Danielle
Danielle Delmar joined Whittier Trust in 2018 and currently serves as Vice President of Human Resources based in the Pasadena office. Danielle attended the Southern Sydney Institute of Technology in Sydney, Australia, and brings a depth of experience across multiple professional services industries including investment and funds management, management consulting, and the legal industry. Beginning […]
Doti, James L.
James L. Doti earned his B.S. degree in economics from the University of Illinois, Chicago, and his A.M. and Ph.D. degrees from the University of Chicago. He was appointed president of Chapman University in 1991 and served for 25 years. In September 2016, he returned to the Chapman faculty. He holds the Donald Bren Distinguished […]
Briley, Kathleen A.
Kathleen is a Senior Vice President, Senior Client Advisor in Whittier Trust’s Pasadena office. She is responsible for advising her clients in complex matters including tax and estate planning. Kathleen has extensive knowledge and expertise in the administration of all types of real estate. Prior to joining Whittier Trust, Kathleen was a Trust Administrator at […]
Doud, Thomas J.
Tom is a Senior Vice President, Client Advisor of Whittier Trust. He provides client administrative services to high-net-worth individuals and families, with a focus on their equity and fixed-income portfolios. He also has extensive experience in delivering investment management services to corporations, non-profit groups, religious organizations, charitable remainder trusts, and community organizations. Tom brings to […]