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
358

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  • United States Of America
    358

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Africa
1

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  • Lesotho
    1

Whittier Trust Company's Leadership

  • Chief Technology Officer at Whittier Trust Company
    V. C.
    Chief Technology Officer
  • Avp - Tax at Whittier Trust Company
    A. T.
    Avp - Tax
  • Senior Vice President, Client Advisor | Wealth Management at Whittier Trust Company
    K. B. M.
    Senior Vice President, Client Advisor | Wealth Management
  • Assistant Vice President, Portfolio Manager at Whittier Trust Company
    J. R.
    Assistant Vice President, Portfolio Manager
  • Assistant Vice President Benefits Administrator at Whittier Trust Company
    O. V.
    Assistant Vice President Benefits Administrator
  • Assistant Vice President, Client Advisor at Whittier Trust Company
    A. V.
    Assistant Vice President, Client Advisor
  • Assistant Vice President at Whittier Trust Company
    A. B. R.
    Assistant Vice President
  • Senior Vice President - Client Advisor at Whittier Trust Company
    B. B.
    Senior Vice President - Client Advisor

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
Location
Last Update
  • Interface Clerk at Whittier Trust Company
    A. B.
    Interface Clerk
    Oct 21, 2024
  • Summer Intern at Whittier Trust Company
    C. S.
    Summer Intern
    Oct 21, 2024
  • — at Whittier Trust Company
    J. K.
    —
    Aug 23, 2023
  • Investment Management And Client Advisory Intern at Whittier Trust Company
    J. P.
    Investment Management And Client Advisory Intern
    Oct 18, 2024
  • Officer, Client Advisory Associate at Whittier Trust Company
    J. G.
    Officer, Client Advisory Associate
    Oct 17, 2024
  • Assistant Vice President Client Advisor at Whittier Trust Company
    K. P.
    Assistant Vice President Client Advisor
    Oct 17, 2024
  • Investment Associate at Whittier Trust Company
    K. M.
    Investment Associate
    Oct 22, 2024
  • Legal Operations Specialist at Whittier Trust Company
    M. G.
    Legal Operations Specialist
    Mar 10, 2026
  • Client Advisory Associate at Whittier Trust Company
    M. C.
    Client Advisory Associate
    Jul 14, 2022
  • Marketing Assistant at Whittier Trust Company
    E. M.
    Marketing Assistant
    Apr 20, 2026

Frequently Asked Questions

What is Whittier Trust Company known for?

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Whittier Trust Company was founded in 1989 and operates in the Financial Services industry. You can contact Whittier Trust Company's 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 FLast@whittiertrust.com. 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 305 employees as of October 2026. These team members are located across 3 continents, including North America, Europe and Africa.

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

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

  • Chief Technology Officer: V. C.
  • Avp - Tax: A. T.
  • Senior Vice President, Client Advisor | Wealth Management: K. B. M.
  • Assistant Vice President, Portfolio Manager: J. R.
  • Assistant Vice President Benefits Administrator: O. V.

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