Wealth is personal,

so is Whittier Trust.

Wealth is personal,

so is Whittier Trust.

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Whittier Trust Promotes Jesse Ostroff and Patrick Coyle to Vice President

Whittier Trust strengthens a culture of excellence through internal advancement. Whittier Trust is pleased to announce the promotions of Jesse Ostroff and Patrick Coyle to the role of Vice President. These promotions underscore Whittier Trust’s commitment to hiring best-in-class client advisors and portfolio managers, fostering professional development, and advancing talent from within as the firm continues to grow.  Jesse Ostroff, Vice President and Client Advisor, Philanthropic Services Jesse Ostroff has been a significant advisor to families’ philanthropic endeavors. He advises […]

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Why Whittier?

From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.

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