Haley Kirk Dahl
Vice President, Client Advisor
Newport Beach, CA
Haley is a Vice President, Client Advisor in Whittier Trust’s Orange County office. Haley develops and maintains relationships with clients and their existing team of professional advisors to provide seamless service in the areas of wealth management, philanthropy, family continuity, estate planning and trust services. Haley has specialized expertise in philanthropic advisory services for Whittier Trust’s foundation and donor advised fund clients. Since joining Whittier in 2016, Haley has consulted multi-generational families to ensure they achieve their legacy planning goals.
Haley earned her BA in psychology from Stanford University, where she also minored in political science. Before joining Whittier Trust, Haley worked at Vodafone Americas Foundation focusing on grants administration and corporate social responsibility initiatives.
Haley earned her Chartered Advisor in Philanthropy (CAP®) designation from The American College in 2018 and her Certified Trust and Fiduciary Advisor (CTFA™) from the American Bankers Association in 2022. She is also in the process of completing her MBA at the USC Marshall School of Business (expected May 2023).
Haley is on the Planned Giving Advisory Committee of Hoag Hospital, a Board Member of Orange County Advisors in Philanthropy (OC AiP) and a member of the North County Estate Planning Council-San Diego and Stanford Alumni Association of Orange County. In her free time, she enjoys sailing, reading, and walking her dog.