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.
What does this means?
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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Hiring Plans
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.
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Frequently Asked Questions Regarding Whittier Trust Company
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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
