Whittier Trust Company

  • Investment Bank/Securities Brokerage
  • Pasadena CA
  • 272 employees
  • Investment Management
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Company Overview

Headquarters
177 E Colorado Blvd Suite 800, Pasadena CA
Website
whittiertrust.com
Phone
(415) 283-1850
Employees
272
Founded in
1989
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52399 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523991 Companies
SIC Code
SIC Code 673 Companies
SIC Code 67 Companies
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Financials & Stats

Revenue

$87B

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Who is Whittier Trust Company

Whittier Trust Company is a privately held company located in Pasadena, California. With 272 employees and $87 million in annual revenue, the company has a long history serving clients with a wide range of financial needs. Established in 1935, Whittier Trust is the oldest multi-family office headquartered on the West Coast, offering personalized solutions for families and individuals. The company provides a comprehensive suite of wealth management services, including investment management across all asset classes, personal trust services, and real estate expertise. Their team of advisors specializes in addressing clients' personal, family, fiduciary, and business requirements, providing personalized support and consultation. In addition, Whittier Trust offers philanthropic services, connecting clients with their knowledge of the nonprofit community. Whittier Trust differentiates itself through its multi-generational experience and focus on building customized teams to meet the unique needs of each client. Their extensive network of offices spans across the United States, ensuring accessibility and local expertise for clients nationwide. For more information about Whittier Trust Company and its services, visit their website at whittiertrust.com.

Company Leadership

Thomas Frank

Executive Vice President, Northern California Regional Manager

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David Dahl

President and Chief Executive Officer

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Greg Custer

Executive Vice President

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Julie Lytle Nesbit

Director Board Of Directors

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Charles Adams

Executive Vice President, Real Estate

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Whittier Trust Company Industry Tags

Investment Management
Wealth Management
Fiduciary Expertise
Philanthropic Services
Real Estate
Investment Consulting
Nevada Trust Situs
Trust Services
Family Office
Philanthropic Advisory Services
Energy
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Whittier Trust Company Tech Stack

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FAQ

What is the location of Whittier Trust Company's headquarters?
The headquarters of Whittier Trust Company are situated at 177 E Colorado Blvd Suite 800, Pasadena CA
What is Whittier Trust Company's phone number?
Whittier Trust Company's contact number is (415) 283-1850.
What is Whittier Trust Company's official website?
The official website of Whittier Trust Company can be found at whittiertrust.com.
What is Whittier Trust Company's current revenue?
As of May 2024, Whittier Trust Company's annual revenue reached $87B.
How many employees does Whittier Trust Company currently have?
Whittier Trust Company employs approximately 272+ people as of May 2024
Which industries is Whittier Trust Company primarily operating in?
Whittier Trust Company operates in the following industries: Investment Management
Who is the Executive Vice President, Northern California Regional Manager of Whittier Trust Company?
Whittier Trust Company's Executive Vice President, Northern California Regional Manager is Thomas Frank
What are Whittier Trust Company's industry tags?
Whittier Trust Company's industry tags include: Investment Management, Wealth Management, Fiduciary Expertise
When was Whittier Trust Company founded?
Whittier Trust Company was founded in 1989.

Employee Directory

Key Employees

Robert Renken

Executive Vice President and Deputy General Counsel

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Dana Rea

Real Estate Officer

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Brian Flynn

Senior Vice President

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Dyana Stewart

Client Advisory Officer

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Gavin Ross

System Administrator

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Nicole Hale

Marketing

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