David Dahl
CEO at Whittier Trust Company
- Role
- CEO at Whittier Trust Company
- Location
- South Pasadena, CA, US
- LinkedIn followers
- 500 followers
About David Dahl
Whittier Trust is the oldest and largest privately-owned multi-family office headquartered in the Western United States. We provide holistic wealth management services to individuals, their families and their private foundations. These services include: investment management and consulting, fiduciary, family office, philanthropic and direct investments in energy and real estate. With over 150 professionals located in South Pasadena, CA, San Francisco, Reno, Seattle, and Costa Mesa we tailor solutions to meet each clients specific needs and objectives.
Experience
CEO
Jan 2017 — Present
Education
USC Marshall School of Business
Master of Business Administration (M.B.A.)
Skills
- Leadership
- Asset Management
- Strategic Planning
- Investments
- Management
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