Senior Vice President, Client Advisor
Newport Beach, CA
Whit Batchelor is a Senior Vice President and Client Advisor at Whittier Trust’s Orange County office, where he manages the complex needs of affluent individuals and families.
Whit has a comprehensive understanding of the multifaceted issues facing affluent clients. He works closely with both family members and advisors to build individualized, multi-generational strategies that navigate those issues. He has extensive experience assisting clients with wealth management, investment management, estate plan reviews, tax structures, balance sheet management, and more.
Dedicated and accessible, Whit has the ability to provide his clients with long-term continuity, and a personal approach to financial services. Working with a select group of clients, he builds lasting relationships, devoting significant time and focus to meeting his clients’ needs on an individual level.
Whit has an MBA with a concentration in finance from California Lutheran University. He holds both the Certified Trust and Financial Advisor (CTFA) and Certified Financial Planner (CFP) designations.
While not at the office Whit enjoys volunteering especially his time as a board member of Make-A-Wish Orange County & the Inland Empire. He also enjoys spending time with his wife and three children, sailing, skiing, and mountain biking.