Filter, Jimmy
Jimmy Filter is an Assistant Vice President, Client Advisor in Whittier Trust’s Orange County Office. He serves as a primary point of contact for clients, providing personalized family office services while facilitating the development and execution of complex estate plans. Prior to joining Whittier Trust, Jimmy held roles at UBS Private Wealth Management and eToro […]
Guzman, Jessica
Jessica Guzman is a Vice President, Client Advisor at Whittier Trust’s Orange County office, where she partners with high-net-worth individuals and families to accumulate, manage, and preserve wealth across generations. Her expertise encompasses trust administration, family office services, and comprehensive financial planning. Jessica holds a Bachelor of Arts in English Literature with a minor in […]
Baeza, Libby
Libby is a Vice President, Client Advisor in Whittier Trust’s Orange County office. She is primarily responsible for providing intuitive family office services and assisting her clients in understanding their estate plans. Her responsibilities also include supporting the administration of trusts, overseeing family strategy, and investment objectives. Prior to joining Whittier in March 2021, […]
Hughes, Taylor
Taylor is a Vice President, Client Advisor in Whittier Trust’s Orange County Office. He is responsible for assisting in the administration of trusts, overseeing family strategy and structure, and financial planning. He is primarily responsible for providing high-touch family office services. Taylor earned his Bachelor’s degree in Economics from the University of California, Santa Barbara, […]
Ronco, David R., CFA®, CTFA®
David is a Senior Vice President and Senior Portfolio Manager with Whittier Trust. As a Senior Portfolio Manager, David is responsible for helping establish the investment philosophy and strategy of the firm, and for the selection of individual securities and appropriate asset allocation ranges for client portfolios. David advises clients on issues such as asset […]
Pile, Ryan
Ryan Pile is a Vice President, Client Advisor in Whittier Trust’s Orange County office, where he provides a full range of wealth management, family office and trust services to affluent individuals and families. Ryan has been with Whittier Trust since 2021 and has extensive experience with wealth management, estate planning, and intergenerational wealth transfer. Prior […]
La Dow, Kayla
Kayla La Dow is a Vice President, Portfolio Manager in Whittier Trust’s Orange County Office. She advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolios. Kayla is also part of the alternatives team at Whittier Trust. She has been with Whittier […]
Ward, Steven
Steven Ward is a Vice President of Real Estate based in Whittier Trust’s Newport Beach office. His responsibilities include the oversight of Whittier Trust clients’ real estate assets and advising on their overall real estate-related requirements. This may include asset management, acquisitions, dispositions, financing, operations, and leasing. Steven also sources and evaluates new investment opportunities, […]
Peterson, Lauren
Lauren is a Senior Vice President and Client Advisor in Whittier Trust’s Orange County office. She has a wide range of experience and expertise in the trust and estate planning arena having been a practicing attorney focusing on Estate, Tax and Business planning. During her career, she has focused on family office services, multigenerational wealth […]
Kirk Dahl, Haley
Haley is a Senior Vice President, Client Advisor in Whittier Trust’s Orange County office. Haley develops and maintains relationships with clients and their existing team of professional advisors to provide seamless service in the areas of wealth management, philanthropy, family continuity, estate planning and trust services. Haley has specialized expertise in philanthropic advisory services for […]