Whittier Trust Company logo

Whittier Trust Company Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

Whittier Trust Company is a financial services firm that provides wealth management and family-office services to ultra-high-net-worth families. It acts as a central coordinating hub, combining investment management, tax strategy, estate planning, and related fiduciary and personal services into a cohesive, aligned approach. Headquartered in Pasadena, California, the company operates a high-touch, low-volume model with offices across several West Coast cities, reflecting its long-standing West Coast roots. Its clients seek integrated, comprehensive solutions beyond fragmented advice, with Whittier Trust offering personal trust services, a broad investment program, philanthropy support, and real estate expertise to address personal, family, fiduciary, and business needs. Founded as a single-family office in 1935, it has evolved into a seasoned multi-family office providing a wide range of services, including philanthropy and concierge offerings. In March 2026, Ashley Fontanetta was promoted to Director of Philanthropic Services, succeeding Pegine Grayson.

Find Whittier Trust Company employees' phone numbers or email addresses

Whittier Trust Company Global Highlights

Location
Employees

North America
349

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  • United States Of America
    349

Europe
2

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  • Germany
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Africa
1

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  • Lesotho
    1

Whittier Trust Company's Leadership

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    V. C.
    Chief Technology Officer
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    A. T.
    Avp - Tax
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    J. R.
    Assistant Vice President, Portfolio Manager
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    K. D.
    Assistant Vice President, Client Advisor
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    O. V.
    Avp Benefits Administrator
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    A. V.
    Assistant Vice President, Client Advisor
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    A. B. R.
    Assistant Vice President
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    B. B.
    Senior Vice President - Client Advisor
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Whittier Trust Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Community & Social Services
  • Information Technology
  • Other

Contact profiles from Whittier Trust Company

Name
Title
Contact Info
Location
Last Update
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    C. A.
    Senior Vice President, Real Estate
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    May 27, 2025
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    K. P.
    Assistant Vice President Client Advisor
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    Oct 17, 2024
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    M. C.
    Vice President, Portfolio Manager
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    Mar 13, 2024
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    R. O.
    Vice President
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    Oct 17, 2024
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    S. A.
    Executive Vice President Gc
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    Mar 02, 2026
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    V. K.
    Vice President, Client Advisor
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    Jul 13, 2022
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    W. B.
    Client Advisor - Assistant Vice President
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    Oct 17, 2024
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    C. W.
    Controller
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    Feb 19, 2025
  • Stylized image of a person
    S. M.
    Portfolio Manager
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    Feb 24, 2023
  • Stylized image of a person
    R. F.
    Principal
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    Oct 17, 2024

Frequently Asked Questions

What is Whittier Trust Company known for?

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Whittier Trust Company was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Whittier Trust Company's company overview page for more information.

What is Whittier Trust Company's most common email format?

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Whittier Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Whittier Trust Company email formats with LeadIQ.

How many employees does Whittier Trust Company have currently?

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Whittier Trust Company has approximately 298 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Whittier Trust Company's key employees and leadership?

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As of July 2026, Whittier Trust Company's key employees include:

  • Chief Technology Officer: V. C.
  • Avp - Tax: A. T.
  • Assistant Vice President, Portfolio Manager: J. R.
  • Assistant Vice President, Client Advisor: K. D.
  • Avp Benefits Administrator: O. V.

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