Whittier Trust Company

Whittier Trust Company

Investment Management, 1600 Huntington Dr, Pasadena, California, 91030, United States, 51-200 Employees

whittiertrust.com

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phone no Phone Number: 80********

Who is WHITTIER TRUST COMPANY

Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland & Se...

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  • 1600 Huntington Dr, Pasadena, California, 91030, United States Headquarters: 1600 Huntington Dr, Pasadena, California, 91030, United States
  • 1989 Date Founded: 1989
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $100 Million to $250 Million
  • tech-icon Active Tech Stack: See technologies
  • David Dahl CEO:   David Dahl

industries-icon Industry: Investment Management

SIC SIC Code: 6722 | NAICS Code: 522291 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from WHITTIER TRUST COMPANY

Whittier Trust Company Org Chart and Mapping

VP-Level

Craig Ayers

SVP - Senior Portfolio Manager

Employees

Bryan Martinez

Office Services Assistant

Katie Muzzin

Officer, Investment Analyst

Brandi Fields

Vice President, Marketing Director

Kimberly Frasca-Delaney

Senior Vice President, Client Advisor

Abby Cox

Client Advisory Associate

Dominic B

Temporary Data Entry/Office Clerk

Channing Grigsby-McGuire

Vice President, Client Advisor, Philanthropic Services

Jay Karpen

Portfolio Manager, Vice President

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Frequently Asked Questions Regarding Whittier Trust Company

Answer: Whittier Trust Company's headquarters are located at 1600 Huntington Dr, Pasadena, California, 91030, United States

Answer: Whittier Trust Company's phone number is 80********

Answer: Whittier Trust Company's official website is https://whittiertrust.com

Answer: Whittier Trust Company's revenue is $100 Million to $250 Million

Answer: Whittier Trust Company's SIC: 6722

Answer: Whittier Trust Company's NAICS: 522291

Answer: Whittier Trust Company has 51-200 employees

Answer: Whittier Trust Company is in Investment Management

Answer: Whittier Trust Company contact info: Phone number: 80******** Website: https://whittiertrust.com

Answer: Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland & Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation. Visit our website to learn more about what Whittier Trust can offer you and your family. Follow our page to stay informed on market analysis from leading industry experts as well as the latest tips for portfolio management, philanthropic efforts, estate planning, and more.

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