Anna Peterson Joins Whittier Trust in San Diego as Assistant Vice President

Investor - People | Jul 08, 2025 | Whittier Trust Co

Whittier Trust Co. has announced the hiring of Anna Peterson as an Assistant Vice President, Client Advisor in its San Diego office, reflecting the firm's ongoing growth in the region. Peterson, who brings significant expertise in estate planning and family office advisory, will provide strategic advisory services to high-net-worth families, focusing on generational wealth transfer and tax-optimized strategies. Her appointment is part of Whittier Trust’s commitment to providing personalized services to meet the complexity of clients' financial needs. Prior to joining Whittier Trust, Peterson worked with ultra-high-net-worth families at ICONIQ in San Francisco. Whittier Trust's San Diego office continues to increasingly demand relationship-driven wealth management services in Southern California.

Sectors

Wealth Management
Financial Advisory

Geography

United States – The hiring and operations described are taking place in San Diego, California, a part of the United States.
San Diego, California – Anna Peterson's new role is specifically located in the San Diego office, reflecting the local growth in wealth management demand.

Industry

Wealth Management – The article revolves around providing high-net-worth individuals and families with advisory services, wealth transfer, and estate planning.
Financial Advisory – The focus on strategic financial advisement to individuals and families emphasizes the financial advisory industry.

Financials

Participants

Name	Role	Type	Description
Anna Peterson	Assistant Vice President, Client Advisor	Person	Newly hired by Whittier Trust to serve as a strategic advisor for high-net-worth individuals and families.
Whittier Trust Co.	Hiring Company	Company	A wealth management firm expanding its services in San Diego.
ICONIQ	Previous Employer	Company	Anna Peterson's former employer where she advised ultra-high-net-worth families.
Whit Batchelor	Executive Vice President, Client Advisor, and San Diego Regional Manager	Person	Commented on Anna Peterson's hiring and role within Whittier Trust.