Whittier Trust Company Overview

  • Type
  • Family Office (Multi)

  • Year Founded
  • 1935

Year Founded

  • Professionals
  • 8

Professionals

  • AUM
  • 0000

Whittier Trust Company General Information

Description

Whittier Trust is a multi-family office based in Pasadena, California. Established in 1935, the firm provides wealth management, fiduciary, wealth education, business succession planning, family governance, custody services, and administration of wealth for high net-worth families. The assets are managed by the executive management team.

Contact Information

Year Founded
1935
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Family Office (Multi)
Primary Contact
000000 000000
Title
Chief Investment Officer
Phone
+0 (000) 000-0000
Corporate Office
  • 177 East Colorado Boulevard
  • Suite 800
  • Pasadena, CA 91105
  • United States
+1 (626) 000-0000

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Whittier Trust Company Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Whittier Trust Company Investment Allocations

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Whittier Trust Company Team (41)

Name Title Office
David Dahl President, Board Member and Chief Executive Officer Pasadena, CA
Liam McGuinness Chief Financial Officer Pasadena, CA
Peter Zarifes Managing Director, Director of Wealth Management & Board Member Pasadena, CA
Timothy McCarthy Managing Director, Business Development & Board Member Pasadena, CA
Steven Anderson JD Managing Director, Senior Legal Counsel & Board Member Pasadena, CA
You’re viewing 5 of 41 team members. Get the full list »

Whittier Trust Company Board Members (5)

Name Representing Role Since
James Parks Whittier Trust Company Board Member 000 0000
Michael Casey JD Whittier Trust Company Chairman of the Board 000 0000
Steven Anderson JD Whittier Trust Company Managing Director, Senior Legal Counsel & Board Member 000 0000
Timothy McCarthy Whittier Trust Company Managing Director, Business Development & Board Member 000 0000
You’re viewing 4 of 5 board members. Get the full list »

Whittier Trust Company FAQs

  • When was Whittier Trust Company founded?

    Whittier Trust Company was founded in 1935.

  • Who is the CEO of Whittier Trust Company?

    David Dahl is the CEO of Whittier Trust Company.

  • Where is Whittier Trust Company headquartered?

    Whittier Trust Company is headquartered in Pasadena, CA.

  • How many Assets Under Management (AUM) does Whittier Trust Company have?

    Whittier Trust Company has 0000 in assets under management.

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