Covell, Jr., David G.
David is a Senior Vice President and Client Advisor in Whittier Trust’s Pasadena office. He has a wide range of experience and expertise in the trust and estate planning arena. During his 28 year career, he has exclusively been focused on trust and estate planning issues. Dave has a Bachelor of Arts degree in economics […]
Beverage, Steve, CFP®, CIMA®
Steve is a Senior Vice President, Client Advisor in Whittier Trust’s San Francisco and Menlo Park offices. He assists clients in creating customized strategies and solutions in the areas of investment management, estate planning, business succession planning, tax-efficient generational wealth transfer and philanthropy. Working closely with their tax and legal advisors, Steve consults multi-generational, high […]
Ward, Steven
Steven Ward is a Vice President of Real Estate based in Whittier Trust’s Newport Beach office. His responsibilities include the oversight of Whittier Trust clients’ real estate assets and advising on their overall real estate-related requirements. This may include asset management, acquisitions, dispositions, financing, operations, and leasing. Steven also sources and evaluates new investment opportunities, […]
Lincroft, Yali
Yali Lincroft is a Vice President in Whittier Trust’s Philanthropic Services department, where she provides dedicated philanthropic advisement and program management to one of our large clients, the Walter S. Johnson Foundation. Yali brings to Whittier Trust over 20 years of experience in nonprofit children’s policy and program services. Prior to joining Whittier Trust, Yali […]
Perlin, Sharon
Sharon is a Senior Vice President and Client Advisor in Whittier Trust’s Seattle and Portland offices. Sharon works closely with clients to understand their priorities, goals and philosophy with respect to stewardship of their wealth, as well as their personal circumstances and family situations. Her goal is to maintain and nurture the human element of wealth […]
Fontanetta, Ashley
Ashley is a Senior Vice President, Director of Philanthropy with Whittier Trust, providing advisory and administration services to high net worth individuals and families. Ashley specializes in philanthropic planning and administration, providing strategic consultation and guidance for clients who have an existing philanthropic entity or are looking to create one. Ashley brings to Whittier Trust […]
Troy, Edward
Edward Troy is a Senior Vice President, Client Advisor in the Pasadena office of Whittier Trust, where he builds and maintains relationships with clients and their networks of professional advisors to deliver cohesive, bespoke guidance on complex financial matters to high-net-worth individuals and families. With nearly 2 decades of experience, Edward specializes in investment management […]
Kendrick, Sam
Sam Kendrick is a Senior Vice President, Portfolio Manager with Whittier Trust, serving in the Pasadena, CA office. He advises clients on how to optimize risk-adjusted returns, after taxes, for each of their unique circumstances. For Whittier Trust’s core equity strategies, Sam covers the Consumer Discretionary and Energy sectors. He is also a portfolio manager […]
Peterson, Lauren
Lauren is a Senior Vice President and Client Advisor in Whittier Trust’s Orange County office. She has a wide range of experience and expertise in the trust and estate planning arena having been a practicing attorney focusing on Estate, Tax and Business planning. During her career, she has focused on family office services, multigenerational wealth […]
Normandin, Charlie R.
Charlie Normandin is a Vice President, Client Advisor in Whittier Trust’s San Francisco office. His keen attention to detail allows him to present his clients with optimal solutions to a wide array of challenges. Charlie’s primary focus is providing tailored family office services and fiduciary and financial planning for high-net-worth families and individuals. Prior to […]