Whittier Trust Co.

Whittier Trust Co.

Whittier Trust Co.

Date Founded



1600 Huntington Drive,South Pasadena, CA 91030-4709

Type of Company



Investment Services & Portfolio Management

Company Description

Whittier Trust designs a custom investment portfolio that enhances clients’ wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. The firm offers various investment strategies including Equities, Fixed Income, Alternatives/Direct, and ESG and Impact Investing. They also handles a diverse portfolio of commercial real estate, mortgages, notes, real estate limited partnerships, residential real estate and venture capital investments.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Executive Vice President & Executive Director, Philanthropic Services

Chief Financial Officer, Southern California

Chief Investment Officer, Southern California

Managing Director & General Counsel

Executive Vice President, Deputy General Counsel

Managing Director-Director of Wealth Management

Managing Director, Business Development



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Advisors & Consultants
Legal Advisor

Partner at Nelson Mullins Riley & Scarborough LLP

Non-Profit Donations & Grants
$1,000 +
$1,000 - $1,499
$1,500 - $2,999
Political Donations
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