Whittier Trust Announces Succession of Ashley Fontanetta as Director of Philanthropic Services and the Retirement of Pegine Grayson

PASADENA, CA / ACCESS Newswire / March 10, 2026 /Ashley Fontanetta has been promoted to Director of Philanthropic Services at Whittier Trust. Ashley has served as a Senior Vice President and Client Advisor, advising families on philanthropic planning and administration. In her new role, she leads the Whittier Philanthropic department and continues guiding clients in the formation and management of private foundations and donor advised funds, as well as broader charitable strategies aligned with their long-term objectives.

Ashley brings experience in both financial services and nonprofit management. Prior to joining Whittier Trust, she worked as a Financial Advisor, developing wealth management strategies for individuals and families, and previously served as a nonprofit director supporting chronically ill youth in Los Angeles and the Bay Area. She holds the Chartered Advisor in Philanthropy designation and the Certified Trust and Fiduciary Advisor designation.

"Ashley understands the responsibility that comes with advising families on their charitable commitments, " said David Dahl President & CEO. "She has earned the confidence of our clients and colleagues, and I look forward to her leadership as the department continues to serve families with the same thoughtfulness and long-term perspective. "

Whittier Trust 's Philanthropic Services department provides strategic consultation and administrative support designed to align charitable activity with each family 's broader wealth and legacy planning.

Whittier Trust announces the retirement of Pegine Grayson.

Pegine Grayson joined Whittier Trust in 2010 and has led the Philanthropic Services department since 2022.

"Pegine has shaped this department with integrity, experience, and genuine care for the families we serve, " said David Dahl, President and CEO of Whittier Trust. "She has been a trusted leader within our firm and a steady advisor to our clients. We are grateful for her many contributions and wish her the very best in retirement. "

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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.

Contact Information:
Brandi J. Fields
Whittier Trust
BFields@whittiertrust.com
661-212-2312

SOURCE:Whittier Trust

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