Whittier Trust Ranked Among Washington’s Best Places to Work
Whittier Trust’s Seattle office honored for exceptional workplace culture while celebrating 60 years in the region and 25 years serving local clients. Whittier Trust’s Seattle office has been named one of the Best Places to Work in Washington in 2025 by the Puget Sound Business Journal. This is a testament to the wealth management firm’s […]
Whittier Trust Promotes Jessica Guzman and William Dodds to Vice President
Whittier Trust Celebrates Rising Leaders Jessica Guzman and William Dodds, Highlighting the Firm’s Commitment to Developing Next-Generation Talent. Whittier Trust, the oldest multifamily office headquartered on the West Coast, proudly announces the promotions of Jessica Guzman and William G. Dodds to the roles of Vice President in the firm’s Newport Beach office and Seattle office, […]
Whittier Trust Promotes Derek Hamblet to Senior Vice President in Reno Office
Reinforcing Whittier Trust’s Culture of Excellence and Longstanding Commitment to Leadership Rooted in Client Service. The Whittier Trust Company of Nevada is proud to announce the promotion of Derek S. Hamblet to Senior Vice President and Client Advisor in the wealth management firm’s Reno office. This advancement reflects both Derek’s nearly two decades of experience […]
Whittier Trust Welcomes Vikram Ganu as Senior Vice President and Director of Tax
Vikram Ganu underscores Whittier Trust’s commitment to tax sensitivity as a cornerstone of the firm’s wealth management philosophy. Whittier Trust is pleased to announce the addition of Vikram Ganu as Senior Vice President and Director of Tax, based in the firm’s Menlo Park office. Vikram will lead Whittier Trust’s tax practice, advising high-net-worth individuals and […]
Beyond Basic Security
Cyber criminals may be targeting you—here are six ways to fight back. In today’s interconnected world, protecting your digital information is vital. Cyber threats are constantly evolving, so staying informed and proactive is the best defense. At Whittier Trust, we take cybersecurity seriously, and we aim to help you maintain your online security and safeguard […]
Whittier Trust Earns Top-Five Ranking in the Orange County Business Journal’s 2025 Best Places to Work Awards
Whittier Trust’s Newport Beach Office Celebrates Fourth Consecutive Year Recognized as a Top 10 Workplace by the Orange County Business Journal. Whittier Trust has been named the #5 Best Place to Work in Orange County by the Orange County Business Journal (OCBJ) for 2025, marking the firm’s fourth year inside the top 10 workplaces in […]
Whittier Trust Recognized as the #6 Best Place to Work in Los Angeles
Whittier Trust Celebrates Fourth Consecutive Year on the Los Angeles Business Journal’s Top 100 Workplaces List. Whittier Trust has once again been recognized as one of the best places to work in Los Angeles, this year climbing to 6th place among midsize companies on the Los Angeles Business Journal’s annual list. This marks the fourth […]
Whittier Trust Promotes Jesse Ostroff and Patrick Coyle to Vice President
Whittier Trust strengthens a culture of excellence through internal advancement. Whittier Trust is pleased to announce the promotions of Jesse Ostroff and Patrick Coyle to the role of Vice President. These promotions underscore Whittier Trust’s commitment to hiring best-in-class client advisors and portfolio managers, fostering professional development, and advancing talent from within as the firm […]
Whittier Trust Welcomes Steven Ward as Vice President of Real Estate in Newport Beach
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 […]
Is Becoming a Financial Professional a Good Career Path? Advice From Whittier Trust Wealth Management Advisors
Whittier Trust pros share insights about why a career path in finance can be rewarding—and challenging Pursuing a career as a finance professional, especially in investment wealth management, can be worthwhile and fulfilling. At Whittier Trust, advisors are the heartbeat of the company, making a career path in finance an opportunity to impact the lives of their clients […]