Ashley Fontanetta has been promoted to Director of Philanthropic Services at Whittier Trust. Ashley has served as a Senior Vice President and Client Advisor, advising families on philanthropic planning and administration. In her new role, she leads the Whittier Philanthropic department and continues guiding clients in the formation and management of private foundations and donor advised funds, as well as broader charitable strategies aligned with their long-term objectives.
“Ashley understands the responsibility that comes with advising families on their charitable commitments,” said David Dahl President & CEO. “She has earned the confidence of our clients and colleagues, and I look forward to her leadership as the department continues to serve families with the same thoughtfulness and long-term perspective.”
Whittier Trust’s Philanthropic Services department provides strategic consultation and administrative support designed to align charitable activity with each family’s broader wealth and legacy planning.
Pegine Grayson Retires Effective March 21, 2026
Pegine Grayson joined Whittier Trust in 2010 and has led the Philanthropic Services department since 2022.
“Pegine has shaped this department with integrity, experience, and genuine care for the families we serve,” said David Dahl, President and CEO of Whittier Trust. “She has been a trusted leader within our firm and a steady advisor to our clients. We are grateful for her many contributions and wish her the very best in retirement.”
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