Anna Peterson Joins Whittier Trust's San Diego Office as Assistant Vice President, Client Advisor
-
Below Deck alumnus João Franco and brother arrested after fatal Turkey fight
-
Ole Miss inquiry expands after video and monkey-noise allegations
-
Thousands of Urban Homes Left Without High-Speed Internet Due to Broadband Blackspots
-
General Hospital actor Randall England dies at 75
-
Bunnie XO artwork taken down from Jelly Roll’s Nashville bar
-
London museum removes Russell Brand hair exhibit after rape conviction
-
Arlington sentinel rebukes Pete Hegseth entourage for laughter near memorial
-
Yella Beezy sentenced to life for arranging rapper Mo3’s murder
-
Kylie Jenner employee describes closet ordeal and pepper-spray incident
-
Authorities to identify Montauk Mary and five other Long Island cold-case victims
-
Davante Adams injury deepens Los Angeles Rams receiver shortage
-
Barbie sequel negotiations stall over reported $25 million pay packages
-
João Franco’s earlier post draws attention after arrest over fatal Turkey brawl
-
Bath & Body Works launches buy-one-get-one-free candle offer
-
Alberta Launches $5M Fund for Women’s Neurology Research to Address Gender Gaps
-
Itlu Arjuna receives U/A certificate ahead of theatrical release
-
Dhananjaya de Silva guides Sri Lanka to 221-4 against Pakistan
-
Niraj Kumar earns Los Angeles Olympic quota with 50m rifle bronze
-
Delhi gold loses Rs 800 while silver falls Rs 5,000
-
India extends micro-credit guarantee plan for five years
-
Madlanga Commission Deadline Extended to 2027 Amid Calls for Structural Justice Reform
-
Pradeep Antony, Smeha Manimegalai portray secret spouses in Mr & Mrs Office
-
Zelenskyy arrives in Dublin for meetings on Ukraine and peace efforts
-
Woman barred from every Greggs outlet after series of offences
-
Jury hears social-media image helped identify teen in Scarlett Faulkner case
-
Ketchup packets link suspect to break-in at Eddie Rocket’s restaurant
-
American Airlines passenger falls ill and vomits on three travellers
-
Spain's General Strike Links Housing Crisis to Lost Purchasing Power
-
Euro-Area Inflation Reaches 4% as Energy Prices Jump
-
China's Factory Inflation Accelerates While Consumer Demand Stays Weak
-
US Adds 165,000 Jobs as Unemployment Falls to 4.1%
-
Bank of England Raises Interest Rate to 4% as Energy Risks Intensify
-
Energy Costs Push OECD Inflation Up to 4.5%
-
OPEC Says Oil Output Is Near Prewar Levels Despite Shipping Disruptions
-
China's Trade Surplus Passes $1 Trillion as Technology Exports Surge
-
China's Singles' Day Exposes Persistent Consumer Caution
-
US Inflation Broadens as Fed Officials Consider Faster Rate Hikes
-
Irish police prepare for further hoax bomb threats after hundreds of schools targeted
-
Korea, Singapore and New Zealand Advance Green Trade Pact Talks
-
RBA Inflation Target Origins: Why Australia Chose a Range Over Zero
-
Ireland and Ukraine consider drone cooperation memorandum after Dublin talks
-
Sister recounts fatal machete attack as Irish murder trial continues
-
Georgia refrigeration company sues EPA after five-year HFC reprieve
-
HoloCoder technology promises brighter smartphone images and 3D depth data
-
EU proposes broad consumer safeguards for apps, subscriptions and ticketing
-
Early Black Friday Walking Pad Deals: Urevo and WalkingPad Discounts
-
Nvidia faces scrutiny over alleged Chinese intelligence link to Jensen Huang
-
Radical Numerics develops offline AI tool to detect engineered pathogens
-
Chennai orders inquiry after dogs die at shelter; two veterinarians face action
Anna Peterson Joins Whittier Trust's San Diego Office as Assistant Vice President, Client Advisor
Anna Peterson's addition to the San Diego office reflects continued growth and demand for personalized wealth services in the region.
SAN DIEGO, CA / ACCESS Newswire / July 8, 2025 / Whittier Trust is pleased to announce the hiring of Anna Peterson as an Assistant Vice President, Client Advisor in the firm's expanding San Diego office. Anna brings a depth of experience in estate planning and family office advisory that aligns with Whittier's commitment to thoughtful, high-touch client service.
In this role, Anna serves as a strategic advisor to high-net-worth individuals and families, delivering bespoke family office services that integrate generational wealth transfer and tax-optimized strategies. Her collaborative approach and ability to navigate complex wealth structures make her a valuable addition to Whittier Trust's advisory team.
"Anna's background working with ultra-high-net-worth families and her expertise in multifaceted estate planning make her a natural fit for Whittier Trust," said Whit Batchelor, Executive Vice President, Client Advisor, and San Diego Regional Manager at Whittier Trust. "As we continue to grow our presence in San Diego, Anna strengthens our ability to deliver tailored advice that reflects both the complexity and individuality of our clients' financial lives."
Prior to joining Whittier, Anna was a key member of the Family Office team at ICONIQ in San Francisco, where she advised families with assets ranging from $100 million to over $1 billion. She holds both the Certified Financial Planner™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations and earned her Bachelor of Arts & Sciences from Boston College.
Whittier Trust's San Diego office has seen steady momentum, reflecting the broader demand for integrated, relationship-driven wealth management in Southern California. Anna's arrival further bolsters the firm's ability to meet that demand with sophisticated, multi-generational planning and advisory capabilities.
###
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.
Contact:
Brandi J. Fields
Whittier Trust
Email: [email protected]
SOURCE: Whittier Trust
View the original press release on ACCESS Newswire
H.E.Young--AMWN