Whittier Trust Company Revenue and Competitors
Estimated Revenue & Valuation
- Whittier Trust Company's estimated annual revenue is currently $58.2M per year.
- Whittier Trust Company's estimated revenue per employee is $249,700
Employee Data
- Whittier Trust Company has 233 Employees.
- Whittier Trust Company grew their employee count by 6% last year.
Whittier Trust Company Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $3.8M | 24 | -4% | N/A | N/A |
#2 | $4.4M | 28 | 12% | N/A | N/A |
#3 | $2.5M | 18 | -44% | N/A | N/A |
#4 | $11.4M | 56 | 2% | N/A | N/A |
#5 | $20.4M | 90 | 25% | N/A | N/A |
#6 | $25.4M | 112 | -37% | N/A | N/A |
#7 | $4.3M | 27 | -13% | N/A | N/A |
#8 | $7.6M | 45 | N/A | N/A | N/A |
#9 | $6.7M | 37 | -3% | N/A | N/A |
#10 | $7.6M | 42 | 2% | N/A | N/A |
What Is Whittier Trust Company?
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/
keywords:FinanceN/A
Total Funding
233
Number of Employees
$58.2M
Revenue (est)
6%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Whittier Trust Company News
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...
Finally, JPMorgan Chase & Co. downgraded Plantronics from an ... Finally, Whittier Trust Co. of Nevada Inc. acquired a new stake in...
Whittier Trust Company has named Robert LeBeau as senior vice president, client advisor in Whittier Trust's Reno office.
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 Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $111.4M | 330 | N/A | N/A |
#2 | N/A | 355 | 39% | N/A |
#3 | $106.2M | 472 | -5% | N/A |
Whittier Trust Company Executives
Name | Title |
---|---|
Sandip Bhagat | Chief Investment Officer |
David Dahl | CEO |
Liam McGuinness | Chief Financial Officer |
James Baer | Chief Technology Officer |
Caleb Silsby | Executive Vice President, Chief Portfolio Manager |
Charles Adams | Vice President |
Elizabeth Anderson | Vice President |
Sam Kendrick | Vice President, Portfolio Manager |
Juliana Ricks | Senior Vice President |
Yali Lincroft | Vice President, Philanthropic Services |
Andre Niekerk | Senior Vice President |
Brian Flynn | Senior Vice President |
Ryan Pile | Vice President, Client Advisor |
Haley Dahl | Vice President, Client Advisor, Philanthropic Services |
Richard Tozer | Vice President, Performance Reporting & Analytics |
Brandi Fields | Vice President, Marketing Director |
Brittnay Ahn | Vice President, Client Advisor |
Robert Renken | Executive Vice President and Deputy General Counsel |
Edith Lorrimer | AVP Human Resources |
Daylene Hendricks | SVP/Client Advisor |
Paul Cantor | Executive Vice President; Northwest Region Manager |
Tom Doud | Senior Vice President, Client Advisor |
Dean Byrne | Vice President, Senior Portfolio Manager |
Pegine Grayson | Senior VP/Philanthropic Services |
Ginny Sjoberg | Senior Vice President, Client Advisor |
Sean Kraus | Senior Vice President, Portfolio Manager |
Whit Batchelor | Senior VP Client Advisor |
Nick Momyer | Senior VP, Senior Portfolio Manager |
Erik Orbach | Vice President - Client Advisor |
Thomas Frank | Executive Vice President, Northern California Regional Manager |
Kathleen Briley | Senior Vice President |
Gus Sanchez | Senior Vice President Human Resources |
Heidi Bitterman | Vice President, Client Advisor |
Xiomara Sharif | Assistant Vice President - Misc. Assets |
Danny Schenker | Assistant Vice President |
Channing Grigsby | Vice President, Client Advisor, Philanthropic Services |
Lauren Peterson | SVP Client Advisor |
Lori Houston | Senior Vice President, Client Advisor at Whittier Trust Company |
Jorge Ramos | Vice President, Real Estate |
Victoria Kahn | Executive Vice President-Nevada Regional Manager |
Ken Vietzke | VP, Accounting Manager |
Brian Bissell | Senior Vice President - Client Advisor |
William Ramsey | Director & Past President |
Debbie Chin | Vice President, Client Advisor |
Julie Lytle Nesbit | EVP & Executive Director Philanthropic Services |
William Burge | Vice President, Client Advisor |
Rebecca Duguid | Senior Vice President |
Mathew Neben | VP, Portfolio Manager |
Jeff Treut | Vice President |
Robert LeBeau | Senior Vice President |
Mason Carpenter | Vice President, Portfolio Manager |
Kathy Birdwell | avp |
Linda Blinkenberg | Vice President |
Shea O'Gara | Assistant Vice President |
Chelsea Yu | Senior Tax Accountant, AVP |
Henry Reichert | Vice President, Client Advisor |
Floortje Botzen | Vice President - Wealth Advisor |
Michael Casey | Vice President Investments & Real Estate |
Nellie Keyhani | Vice President, Advisory Services |
Jennifer Richardson | AVP - Client Advisor |
Regina Bellody | Vice President - Wealth Advisor |
Matthew Campbell | Vice President, Client Advisory Services |
Teague Sanders | Senior Vice President - Senior Portfolio Manager |
Corey Harlan | Assistant Vice President - Investment Analyst |
Jay Karpen | Vice President, Investment Analyst |
Kimberly Frasca-Delaney | Vice President Client Advisor |
Jennifer Porter | Vice President Compliance and Controls Analyst |
Ginny Sjoberg | Senior Vice President, Client Advisor |
William Gard | Assistant Vice President, Client Advisor |
Tyler Youngberg | AVP - Portfolio Manager |
Edith Lorrimer | AVP Human Resources |
Matthew Markatos | Senior Vice President |
Steve Beverage | Senior Vice President, Senior Client Advisor |
Sean Kraus | Senior Vice President, Senior Portfolio Manager |
Vanessa Boehm | Client Advisor, Vice President |
Craig Ayers | Senior Vice President, Senior Portfolio Manager |
Greg Custer | Executive Vice President, Manager, Orange County Administration |
Ashley Fontanetta | Vice President, Philanthropic Services |
Caleb Silsby | Executive Vice President, Chief Portfolio Manager |
André van Niekerk | Senior Vice President, Business Development |
Andy Volpp | Vice President, Client Advisor |
Riley Sakioka | Vice President, Client Advisor |
Derek Hamblet | Vice President, Client Advisor |
Christina Flavin | Senior Vice President, Associate General Counsel |
Ginny Sjoberg | Vice President Client Administration |
Kristen Matteoni | Vice President, Junior Counsel |
Jacqueline Kent | AVP, Client Advisor |
Charles Horn | Vice President of Tax and Client Advisory |
Devin Wikke | Vice President, Client Advisor |
Charles Horn | Vice President, Client Advisory/Tax |
Justin Madrid | Vice President, Client Advisor |
J. Paulson | Vice President, Real Estate |