Vena, Jackson
Jackson is an Assistant Vice President, Investment Analyst in Whittier Trust’s Seattle Office. Jackson supports the Investment Team in client reporting and service, research, and portfolio management. He is also the lead analyst covering the Utility Sector and serves on the Fixed Income Team. In addition, Jackson is on a team within the Investment Department […]
Healey, Chelsea M.
Chelsea M. Healey is Vice President, Associate Counsel at Whittier Trust. She is responsible for assisting with a wide variety of legal affairs for Whittier Trust, and its affiliates, including fiduciary, business, governance, regulatory, and corporate matters. Chelsea brings a decade of legal experience to Whittier Trust. Most recently, she was a Senior Attorney at […]
Lainson, Jacob
Jacob is an Assistant Vice President, Investment Analyst in Whittier Trust’s Orange County Office. He advises clients on portfolio strategy, including asset allocation, risk management, capital market expectations, and tax-efficient investing. Additionally, he focuses on equity research in the Health Care sector. Prior to joining Whittier Trust, Jacob gained invaluable experience at Wells Fargo, where […]
Bold, Eben
Eben is an Assistant Vice President, Client Advisor in Whittier Trust’s West Los Angeles Office. He works alongside West Los Angeles advisors to support holistic planning for high-net-worth individuals and families, with focus on navigating family dynamics, fostering multigenerational relationships, and delivering highly personalized client service. He has been with Whittier Trust since 2022. Eben […]
Shepherd, Kim
Kimberly Shepherd serves on Whittier Trust’s Board of Directors, bringing deep experience ingovernance, fundraising, and family stewardship. Kimberly comes from a distinguished Los Angeles family of entrepreneurs and philanthropists.Her grandfather, H. Leslie Hoffman, founded Hoffman Electronics, and her grandmother, ElaineStevely Hoffman, established the Hoffman Foundation. Kimberly continues that legacy as aDirector of the Foundation, focusing […]
Kenyon Farley, Lori
Lori Kenyon Farley is a Senior Vice President and Client Advisor in Whittier Trust’s Newport Beach office. Lori brings more than 30 years of experience advising ultra-high-net-worth individuals, families, founders, and business owners on complex wealth management, estate planning, tax strategy, trust and fiduciary matters, business succession planning, and multigenerational legacy planning. Known for her strategic […]
Destiche, Kyle
Kyle Destiche is an Assistant Vice President, Client Advisor in Whittier Trust’s San Francisco office, where he works closely with individuals and families to help address their wealth management, financial planning, and family office needs. He is focused on delivering thoughtful, relationship-driven service tailored to each client’s unique objectives and long-term goals. Kyle assists clients […]
Guzman, Jessica
Jessica Guzman is a Vice President, Client Advisor at Whittier Trust’s Orange County office, where she partners with high-net-worth individuals and families to accumulate, manage, and preserve wealth across generations. Her expertise encompasses trust administration, family office services, and comprehensive financial planning. Jessica holds a Bachelor of Arts in English Literature with a minor in […]
Mason, Christy
Christy Mason is a Vice President and Client Advisor in Whittier Trust’s Newport BeachOffice, where she provides comprehensive wealth management, family office, and trustservices to high-net-worth individuals and families. She is committed to building long-termrelationships and delivering thoughtful, personalized guidance aligned with each client’sunique financial goals. Prior to joining Whittier Trust, Christy was a Vice […]
Wickers, Carie
Carie is Senior Vice President and Controller of Whittier Trust, where she manages the Corporate Accounting department. Carie has more than 30 years of accounting experience. Prior to joining Whittier in 2010, Carie served as Vice President and Manager of Financial Planning and Reporting/Analysis for Union Bank’s Wealth Management Division and as the CFO and […]