Green, Dr. Jerrold D.
Dr. Jerrold D. Green is the Global Advisor to Cedars-Sinai Medical Center and a Senior Fellow at the UCLA Burkle Center for International Relations. He is also the Interim President and CEO of the Pacific Council on International Policy, a position he previously held for 16 years while serving as a Research Professor at the […]
Casey, Michael J.
Mike is the Chairman of the Board of the Whittier Trust Companies of California and Nevada. For the past 25 years, he has guided the firm’s transition from a family office to a multi-client family office and private trust company. This unique approach to wealth management combines the best aspects of a corporate fiduciary, world-class […]
Ellis, James G.
Jim Ellis served as the Dean of the Marshall School of Business at the University of Southern California, from April 2007 until June 2019. Prior to being appointed Dean, he was the Vice Provost, Globalization, for the University, responsible for building the USC name worldwide. He retired as a Professor of Marketing, a position he […]
Markatos, Matthew W.
Matt manages Whittier Trust’s West Los Angeles office and provides client advisory services to ultra-high-net-worth individuals and families. His expertise includes strategic and tactical estate and tax planning, charitable giving, investment management, valuation analysis, real estate, and family office solutions. With 30 years of experience in financial planning, tax planning, private business valuation, and portfolio […]
Anderson, Elizabeth M.
Liz is a Vice President with Whittier Trust Company, and her primary focus is developing new relationships. Liz focuses on family business transitions and is passionate about assisting business owners with succession planning and pre-liquidity personal planning. Based in the firm’s Pasadena office, Liz has a strong network of relationships throughout Santa Barbara and Los […]
Ramos, Jorge
Jorge Ramos is Vice President in Whittier Trust’s Real Estate Department. He oversees the operations, leasing, and overall management of multiple real estate portfolios. Additionally, Jorge participates in the acquisition and disposition of properties on behalf of The Whittier Trust Company and its clients. Jorge has over 20 years of experience in asset management, operations […]
Ostroff, Jesse
Jesse is a Vice President, Client Advisor in the Philanthropic Services department in Whittier Trust’s Pasadena headquarters. He provides advisory and administration services to high-net-worth entities, individuals and families. Jesse specializes in philanthropic planning and administration, providing strategic consultation and guidance for clients who have an existing philanthropic entity or who are looking to create […]
Hamblet, Derek S.
Derek is a Senior Vice President and Client Advisor with Whittier Trust Company of Nevada. Derek is responsible for providing financial, fiduciary and family office services to high-net-worth families, individuals and tax-exempt entities. He works closely with clients, their family members and their advisors to build individualized, multi-generational strategies and solutions to help meet complex […]
Aschieris, Jeffrey J.
Jeff is a Vice President, Client Advisor in Whittier Trust’s Orange County Office. In addition to trust administration and estate planning, he provides tailored family office services to Whittier Trust clients with an emphasis on personal financial planning. Jeff earned his MBA from the USC Marshall School of Business and his Bachelor’s degree in business […]
Schenker, Danny J.
Danny Schenker is a Vice President of the Whittier Trust Company of Nevada. Danny provides financial and fiduciary services to high-net-worth individuals and their families. He works extensively with multi-generational relationships in the areas of trust and agency administration including document review, fiduciary accounting, investments, finance, real estate, taxes and estate planning. Danny has more […]