Whittier Trust Company
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
177 E Colorado Blvd Ste 800, Pasadena, C...Phone Number
(800) 971-3660Website
www.whittiertrust.comRevenue
$36 MillionIndustry
ZI Rank: 4
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
4
4
4
8
4
About Whittier Trust Company
Investment and Wealth Management Services are provided by Whittier Trust Company (WTC) and The Whittier Trust Company of Nevada, Inc. (WTC-NV) (referred to herein individually and collectively as "Whittier Trust"), state-chartered trust companies wholly owned by Whittier Holdings, Inc. ("WHI"), a closely held holding company. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast and has been serving Nevada since 1995. Whittier Trust's wealth management platform serves over 400 families and 30 foundations throughout the U.S. with over $12 Billion in assets. WTC-NV offers a Nevada Trust Situs with greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. With an industry leading client-to-advisor ratio of 20-to-1, Whittier's areas of expertise include Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting, and Real Estate & Energy. WTC has offRead more
Whittier Trust Company Org Chart
VG
Senior Vice President, Director of Tax
KM
Senior Vice President, Client Advisor. Wealth...
NF
Vice President, Portfolio Management
KV
Vice President, Accounting & Manager
TN
Vice President, Tax Compliance
MM
Assistant Vice President
PP
Assistant Vice President
AB
Assistant Vice President & Accountant
XS
Assistant Vice President - Misc. Assets
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Revenue
Number of Employees
Type
Funding
Founded In
Whittier Trust Company
$36M
51-200
Private
-
1989
Liam McGuinnessExecutive Vice President & Chief Financial Officer
Company Profile Activity
Activity Insights
Whittier Trust Company is experiencing very low activity levels compared to other companies in the Finance sector.
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Whittier Trust Company is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Whittier Trust Company.
Whittier Trust Company Tech Stack
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Whittier Trust Company has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: FactSet, CCH Axcess, and Addepar. Areas of expertise include: Report Analysis, Tax Documentation, and Tax Processing.
Hiring Plans
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Whittier Trust Company News & Media
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in New Webcast by Family Enterprise USA
‘Core-Satellite Planning’ Discussion Reveals Dual Strategy of Safeguarding Family Legacies, While Providing Autonomy for Next Generation WASHINGTON, DISTRICT OF COLUMBIA, UNITED STATES, May 15, 2024 /EINPresswire.com/ -- In a new webcast from Family …Whittier Trust Co. Has $1.82 Million Stake in iShares Short Treasury Bond ETF (NASDAQ:SHV)
Whittier Trust Co. lifted its position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 1,717.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 16,500 shares of the company’s stock after purchasing an additional 15,592 shares during the period. Whittier Trust Co.’s holdings in iShares Short Treasury Bond ETF […]Whittier Trust Co. Decreases Stake in SPDR Portfolio Intermediate Term Corporate Bond ...
Whittier Trust Co. lessened its stake in SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB – Free Report) by 27.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 42,564 shares of the company’s stock after selling 16,501 shares during the quarter. Whittier Trust Co.’s holdings in SPDR […]Whittier Trust Promotes Robert Renken to General Counsel - Yahoo Finance
Whittier Trust is proud to announce the elevation of Robert W. Renken to the role of Executive Vice President, General Counsel at Whittier Trust.
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Investment and Wealth Management Services are provided by Whittier Trust Company (WTC) and The Whittier Trust Company of Nevada, Inc. (WTC-NV) (referred to herein individually and collectively as "Whittier Trust"), state-chartered trust companies wholly owned by Whittier Holdings, Inc. ("WHI"), a closely held holding company. Whittier Trust is the... Read More
