With local expertise and institutional experience, Steven Ward advances Whittier Trust’s real estate offerings in and around Orange County.
Whittier Trust
is proud to welcome Steven Ward as Vice President of Real Estate, based in the firm’s Newport Beach office. Steven joins Whittier Trust with an extensive background in real estate investment and a track record of helping clients navigate and maximize their holdings across a wide range of asset classes.
In his new role, Steven will be responsible for oversight of and advising on the firm’s diverse portfolio of client-owned real estate, including asset management, leasing strategies, operations, acquisitions, dispositions, and financing. He will also play a key role in identifying new investment opportunities, applying the analytical rigor of institutional investing with Whittier Trust’s high-touch, relationship-driven approach.
"Steven’s thoughtful approach to real estate and long-standing industry expertise make him a tremendous addition to our team,” said Charles Adams III, Executive Vice President, Real Estate. “He brings a perspective that blends strategy, stewardship, and a deep understanding of how real estate can serve long-term generational goals.”
With nearly two decades in the real estate industry, Steven’s experience spans a variety of property types and disciplines, including investment sales, equity placement, and buy-side advisory services. He has held senior roles at CBRE, Colliers, and Savills, where he led complex transactions and guided clients across a national footprint. With over $5 billion in transaction volume facilitated for institutional and private investors, his knowledge of both the financial and operational sides of real estate adds depth to Whittier Trust’s robust real estate practice.
Steven’s addition reflects Whittier Trust’s continued investment in capabilities that set the firm apart. As one of the few multi-family offices to offer dedicated, in-house real estate expertise, Whittier Trust provides clients with a level of strategic, hands-on support rarely found in the industry. This integrated approach ensures that real estate is managed with the same long-term perspective, care, and clarity that anchor the firm’s enduring approach.
For more information about Whittier Trust, start a conversation with an advisor today by visiting our contact page.
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