Whittier Trust Company Revenue and Competitors

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South Pasadena, CA USA



Total Funding



Estimated Revenue & Valuation

  • Whittier Trust Company's estimated annual revenue is currently $54.7M per year.(i)
  • Whittier Trust Company's estimated revenue per employee is $249,700

Employee Data

  • Whittier Trust Company has 219 Employees.(i)
  • Whittier Trust Company grew their employee count by 17% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

Since our founding as a family office for the Whittier family in 1935, we have been helping highly affluent individuals and families accomplish what's important to them enriching and enhancing our clients' lives by providing expert guidance, superior investment performance, and exceptionally tailored service. We provide unrivaled investment, wealth management, fiduciary and philanthropic services within the personalized structure of a family office. At Whittier Trust, we consistently protect and grow wealth one client at a time, from one generation to the next. Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States. We offer a wide array of capabilities to address the full spectrum of wealth management needs. Our services include Investment management and consulting, fiduciary family office, philanthropic, and direct investments in energy and real estate. View our career opportunities here: https://whittiertrustcompany.gethired.com/



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Number of Employees


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Whittier Trust Company News

2022-04-20 - EQT (NYSE:EQT) PT Raised to $55.00

Whittier Trust Co. of Nevada Inc. now owns 1,511 shares of the oil and gas producer's stock valued at $33,000 after acquiring an additional 815...

2022-04-20 - Plantronics (NYSE:POLY) Upgraded to “C-” by TheStreet

Finally, JPMorgan Chase & Co. downgraded Plantronics from an ... Finally, Whittier Trust Co. of Nevada Inc. acquired a new stake in...

2022-04-13 - People: Whittier Trust Company has named Robert LeBeau as ...

Whittier Trust Company has named Robert LeBeau as senior vice president, client advisor in Whittier Trust's Reno office.

2013-08-19 - SnapMD Closes $600K Seed Funding

SnapMD, Inc., a Los Angeles, CA-based cloud software telemedicine company, closed a $600k seed funding. The round was led by Shea Ventures, the investment arm of J.F. Shea Company and Whittier Trust, a large multi-family office asset management firm, with participation from individual investors ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

Whittier Trust Company Executives

Sandip BhagatChief Investment Officer
David DahlCEO
Liam McGuinnessChief Financial Officer
James BaerChief Technology Officer
Caleb SilsbyExecutive Vice President, Chief Portfolio Manager
Charles AdamsVice President
Elizabeth AndersonVice President
Sam Kendrick​Vice President, Portfolio Manager
Juliana RicksSenior Vice President
Yali LincroftVice President, Philanthropic Services
Andre NiekerkSenior Vice President
Brian FlynnSenior Vice President
Ryan PileVice President, Client Advisor
Haley DahlVice President, Client Advisor, Philanthropic Services
Richard TozerVice President, Performance Reporting & Analytics
Brandi FieldsVice President, Marketing Director
Brittnay AhnVice President, Client Advisor
Robert RenkenExecutive Vice President and Deputy General Counsel
Edith LorrimerAVP Human Resources
Daylene HendricksSVP/Client Advisor
Paul CantorExecutive Vice President; Northwest Region Manager
Tom DoudSenior Vice President, Client Advisor
Dean ByrneVice President, Senior Portfolio Manager
Pegine GraysonSenior VP/Philanthropic Services
Ginny SjobergSenior Vice President, Client Advisor
Sean KrausSenior Vice President, Portfolio Manager
Whit BatchelorSenior VP Client Advisor
Nick MomyerSenior VP, Senior Portfolio Manager
Erik OrbachVice President - Client Advisor
Thomas FrankExecutive Vice President, Northern California Regional Manager
Kathleen BrileySenior Vice President
Gus SanchezSenior Vice President Human Resources
Heidi BittermanVice President, Client Advisor
Xiomara SharifAssistant Vice President - Misc. Assets
Danny SchenkerAssistant Vice President
Channing GrigsbyVice President, Client Advisor, Philanthropic Services
Lauren PetersonSVP Client Advisor
Lori HoustonSenior Vice President, Client Advisor at Whittier Trust Company
Jorge RamosVice President, Real Estate
Victoria KahnExecutive Vice President-Nevada Regional Manager
Ken VietzkeVP, Accounting Manager
Brian BissellSenior Vice President - Client Advisor
William RamseyDirector & Past President
Debbie ChinVice President, Client Advisor
Julie Lytle NesbitEVP & Executive Director Philanthropic Services
William BurgeVice President, Client Advisor
Rebecca DuguidSenior Vice President
Mathew NebenVP, Portfolio Manager
Jeff TreutVice President
Robert LeBeauSenior Vice President
Mason CarpenterVice President, Portfolio Manager
Kathy Birdwellavp
Linda BlinkenbergVice President
Shea O'GaraAssistant Vice President
Chelsea YuSenior Tax Accountant, AVP
Henry ReichertVice President, Client Advisor
Floortje BotzenVice President - Wealth Advisor
Michael CaseyVice President Investments & Real Estate
Nellie KeyhaniVice President, Advisory Services
Jennifer RichardsonAVP - Client Advisor
Regina BellodyVice President - Wealth Advisor
Matthew CampbellVice President, Client Advisory Services
Teague SandersSenior Vice President - Senior Portfolio Manager
Corey HarlanAssistant Vice President - Investment Analyst
Jay KarpenVice President​, Investment Analyst
Kimberly Frasca-DelaneyVice President Client Advisor
Jennifer PorterVice President Compliance and Controls Analyst
Ginny SjobergSenior Vice President, Client Advisor
William GardAssistant Vice President, Client Advisor
Tyler YoungbergAVP - Portfolio Manager
Edith LorrimerAVP Human Resources
Matthew MarkatosSenior Vice President
Steve BeverageSenior Vice President, Senior Client Advisor
Sean KrausSenior Vice President, Senior Portfolio Manager
Vanessa BoehmClient Advisor, Vice President
Craig AyersSenior Vice President, Senior Portfolio Manager
Greg CusterExecutive Vice President, Manager, Orange County Administration
Ashley FontanettaVice President, Philanthropic Services
Caleb SilsbyExecutive Vice President, Chief Portfolio Manager
André van NiekerkSenior Vice President, Business Development
Andy VolppVice President, Client Advisor
Riley SakiokaVice President, Client Advisor
Derek​ HambletVice President​, Client Advisor ​
Christina FlavinSenior Vice President​, Associate General Counsel
Ginny SjobergVice President Client Administration
Kristen MatteoniVice President, Junior Counsel
Jacqueline KentAVP, Client Advisor
Charles HornVice President of Tax and Client Advisory
Devin WikkeVice President, Client Advisor
Charles HornVice President, Client Advisory/Tax
Justin MadridVice President, Client Advisor
J. PaulsonVice President, Real Estate