Family Office
Whittier Trust Company (WTC)
Whittier Trust employs a hybrid architecture combining internal investment management with selective partnerships with outside managers across equities, fixed income, and real estate. They provide comprehensive multigenerational wealth management services to high-net-worth individuals, families, businesses, and foundat…
Asset classes & sectors
All SectorsCommercialDiversifiedIndustrialIndustrial / Commercial / Diversified / ResidentialResidential
Decision-makers
Kevin Koehler
Vice President, Portfolio Manager
Liam J. McGuinness
Chief Financial Officer
Robert Levy
Senior Portfolio Manager
Eric Derrington
Senior Portfolio Manager
David Dahl
President and Chief Executive Officer
Sandip Bhagat
Chief Investment Officer
Caleb Silsby
Executive Vice President, Chief Portfolio Manager
Dean R. Byrne
Senior Vice President, Senior Portfolio Manager
Steve Beverage
Senior Vice President, Client Advisor
Brian Bissell
Senior Vice President, Client Advisor
Charles Adams
Executive Vice President, Real Estate
Peter Zarifes
Managing Director & Director of Wealth Management
Members only
Unlock contacts, warm paths & full holdings
See who to reach, how you're connected, the check sizes, and the full mandate — across Whittier Trust Company (WTC) and 500k+ investors and LPs.