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.
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