About Whittier Trust
Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States.
Leadership at Whittier Trust
The team at the top of the org chart.
David Dahl
CEO
137 reports
Sandip A. Bhagat
Chief Investment Officer
35 reports
Thomas Doud
Senior Vice President, Client Advisor
18 reports
Liam J. McGuinness
Executive Vice President and Chief Financial Officer
16 reports
Steve Beverage
Senior Vice President, Senior Client Advisor
13 reports
James Baer
Chief Technology Officer
7 reports
Yali Lincroft
VP, Philanthropic Services
6 reports
André B. Van Niekerk
SVP, Business Development
5 reports
Charles Adams III
EVP, Real Estate
5 reports
Board
Michael J. Casey
Chairman
Paul A. Cantor
Retired
Open Jobs at Whittier Trust (10)
- Whittier Trust · Menlo Park, CA, USA · 7dFull-time
- Whittier Trust · San Francisco, CA, USA · 7dFull-time
- Whittier Trust · Seattle, WA, USA · 7dFull-time
- Whittier Trust · Menlo Park, CA, USA · 7dFull-time
- Whittier Trust · San Francisco, CA, USA · 18dFull-time
- Whittier Trust · Pasadena, CA, USA · 2moFull-time
- Whittier Trust · Pasadena, CA, USA · 3moFull-time
- Whittier Trust · Newport Beach, CA, USA · 4moFull-time
- Whittier Trust · Reno, NV, USA · 4moFull-time
- Whittier Trust · Seattle, WA, USA · 12moFull-time