Zarifes, Peter J.

Mr. Zarifes is a Managing Director and the Director of Wealth Management at Whittier Trust. He is also a member of the Whittier Trust Company Board of Directors and the firm’s Executive Committee.  He has over 30 years of experience working with ultra-high net worth families and individuals.   Peter is responsible for the strategic […]

Parks, James R.

James R Parks leads the Los Angeles office of CBIZ MHM, LLC and is in charge of the Family Office Practice, in addition to being a member of the Whittier Trust Board of Directors. He has over forty years of diversified tax, business management and litigation consulting experience with Fortune 500, small and medium-sized public, […]

Derrington, Eric B.

Eric Derrington is a Senior Vice President and Senior Portfolio Manager for Whittier Trust Company. Eric has been with Whittier Trust Company since 2006. In addition to being a member of the Investment Committee, Eric is responsible for analyzing companies in the financial sector for Whittier Trust Company’s large cap and small cap core equity […]

Kent, Jacqueline L.

Jacqueline is an Assistant Vice President, Client Advisor in Whittier Trust’s Pasadena office. She is responsible for assisting in the administration and delivery of comprehensive wealth management solutions to high-net-worth individuals and families. Jacqueline has been with Whittier Trust since 2017. Prior to joining Whittier, she worked at Wells Fargo Bank for 18 years supporting […]

Fields, Brandi J.

Brandi is a Vice President, Marketing based in Fort Worth, Texas. Brandi has a comprehensive understanding of the financial markets and has provided financial services to high-net-worth individuals for over 25 years. She provides leadership, direction, and guidance for marketing communications, ensuring Whittier’s mission and values are conveyed through all messaging. In addition, she is […]

Anderson, Steven A.

Steve is the Senior Legal Counsel of Whittier Trust Companies of California and of Nevada and helps oversee the legal affairs of the Trust Companies and their affiliated companies. Prior to joining the Whittier organization in 1981, Steve specialized in business law at the Los Angeles law firm of Parker, Milliken, Clark, O’Hara and Samuelian. […]

Adams, Charles III

Chuck is Executive Vice President and Manager of Whittier Trust’s Real Estate Department. He is responsible for overseeing the firm’s real estate activity that involves the daily and long-term management of real property held in the firm’s fiduciary accounts. Chuck, along with his staff, advises and assists clients with the various issues that are involved […]

Dahl, David A.

David Dahl is the President & CEO of Whittier Trust Company and Whittier Holdings. For the past 25 years, his responsibilities have included overseeing all aspects of how Whittier Trust makes a meaningful and lasting difference in all aspects of their client’s wealth, family, and legacy. Our firm’s unique approach to wealth management integrates the […]