Fields, Nielsen

Nielsen Fields is a Vice President, Portfolio Manager in Whittier Trust’s San Diego Office. As a Portfolio Manager, Nielsen performs fundamental industry and company research and is responsible for the selection of individual securities and appropriate asset allocation ranges for client portfolios. Nielsen advises clients on issues such as asset allocation, risk assessment, capital market […]

Fogliani, Ted

Ted is a seasoned entrepreneur and executive with over 25 years of experience as CEO in founding and building successful companies in eCommerce, SaaS, Tech-Enabled Services, Manufacturing, and Logistics. Prior to joining Whittier Trust, Ted was Founder, CEO, and Board Member of ShipCalm, In his CEO role, Ted was responsible for building revenue, providing strategic […]

Barnhorst MacDonald, Kiley

Kiley is a Senior Vice President, Client Advisor at Whittier Trust, serving ultra-high-net-worth individuals and families across the full spectrum of wealth management. Her work centers on trust and estate planning, fiduciary oversight, philanthropic strategy, and family governance—all thoughtfully tailored to honor the unique goals and values of the families she serves. With more than […]

Batchelor, Whit

Whit Batchelor serves as Executive Vice President, Client Advisor and San Diego Regional Manager at Whittier Trust, where he expertly navigates the complex financial landscapes of high-net-worth individuals and families. With a sophisticated understanding of the unique challenges facing affluent clients, Whit crafts personalized, multi-generational strategies that align with each family’s distinct goals and values. […]