Whittier Trust Announces Semiannual Promotions

Haley Dahl - Senior Vice President
Sam Kendrick - Senior Vice President
Libby Baeza - Vice President
Taylor Hughes - Vice President
Carter Thicke - Vice President

PASADENA, CA / ACCESS Newswire / March 24, 2026 /Whittier Trust announces promotions recognizing professionals at its Pasadena, West Los Angeles, and Newport Beach offices.

Sam Kendrick, based in the Pasadena office, has been promoted to Senior Vice President, Portfolio Manager. He designs customized investment solutions with a focus on after-tax, risk-adjusted returns and is a member of the firm 's Investment Committee.

Carter Thicke, in the West Los Angeles office, has been promoted to Vice President, Client Advisor. He advises clients on complex estate planning and investment strategies, with a focus on privately held businesses, alternative assets, and liquidity planning.

In the Newport Beach office, Taylor Hughes has been promoted to Vice President, Client Advisor. He supports clients in trust administration, family strategy, and financial planning as part of the firm 's family office services.

Libby Baeza has been promoted to Vice President, Client Advisor. She focuses on family office services, trust administration, and helping clients understand and implement their estate plans.

Also in Newport Beach, Haley Dahl has been promoted to Senior Vice President, Client Advisor. She advises multigenerational families on wealth management and philanthropic planning, including foundation and donor advised fund strategies.

"Our mission is to provide the families we serve with the highest caliber professionals, and these promotions reflect the deep, consistent talent across our firm, " said David Dahl, President and CEO of Whittier Trust. "Each of these individuals exemplifies the strong judgment, leadership, and client-first focus required to deliver on our mission. "

Contact:
Brandi J. Fields
BFields@whittiertrust.com
661.212.2312

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About Whittier Trust
Collectively, Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (referred to herein individually and collectively as "Whittier Trust ") are state-chartered trust companies wholly owned by Whittier Holdings, Inc. ( "WHI "), a closely held holding company. As the oldest multi-family office headquartered on the West Coast, Whittier Trust isn 't just a financial institution; it 's a trusted partner with a long, rich history of successfully navigating the financial markets to preserve, protect, and enhance its clients ' wealth and well-being across generations. Whittier Trust operates with the singular focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families, designed to advance and secure their long-term financial legacies and goals. The firm has offices in Pasadena, Menlo Park, Newport Beach, San Diego, San Francisco, West Los Angeles, Reno, Seattle, and Portland. To learn more, visit http://www.whittiertrust.com.

SOURCE:Whittier Trust

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