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Whit Batchelor, Cfp® Email & Phone Number

Executive Vice President at Whittier Trust Company
Location: Newport Beach, California, United States 2 work roles 3 schools
1 work email found @whittiertrust.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@whittiertrust.com
LinkedIn Profile matched
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Current company
Whittier Trust Company
Role
Executive Vice President
Location
Newport Beach, California, United States
Company size
287 employees

Who is Whit Batchelor, Cfp®? Overview

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Quick answer

Whit Batchelor, Cfp® is listed as Executive Vice President at Whittier Trust Company, a with 287 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at whittiertrust.com and a matched LinkedIn profile for Whit Batchelor, Cfp®.

Whit Batchelor, Cfp® previously worked as Senior VP Client Advisor at Whittier Trust Company. Whit Batchelor, Cfp® holds Mba from California Lutheran University.

Company email context

Email format at Whittier Trust Company

This section adds company-level context without repeating Whit Batchelor, Cfp®'s masked contact details.

*@whittiertrust.com
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AeroLeads found 1 current-domain work email signal for Whit Batchelor, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Whit Batchelor, Cfp®

Whit Batchelor, Cfp® is a Executive Vice President at Whittier Trust Company. He possess expertise in asset management, wealth management, investments, portfolio management, asset allocation and 4 more skills.

Listed skills include Asset Management, Wealth Management, Investments, Portfolio Management, and 5 others.

Current workplace

Whit Batchelor, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Whittier Trust Company
Whittier Trust Company
Executive Vice President
San Diego, CA, US
Website
whittiertrust.com
Employees
287
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Company profile
View company profile Email format
2 roles

Whit Batchelor, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vp Client Advisor

Current
Whittier Trust Company

Orange County, California Area

Whittier Trust Company is the largest multi-family office headquartered in the West Coast. Since the founding of the family office by the Whittier family in 1935, Whittier has been helping highly affluent individuals and families accomplish what is most important to them - enriching and enhancing clients' lives by providing expert guidance, superior investment performance and exceptionally tailored experience.

Apr 2011 - Present
Team & coworkers

Colleagues at Whittier Trust Company

Other employees you can reach at whittiertrust.com. View company contacts for 287 employees →

JL Julie Lytle Nesbit Julie Lytle Nesbit Colleague at Whittier Trust CompanyLos Angeles Metropolitan Area, United States View → KP Katie Peters, Ctfa Katie Peters, Ctfa Colleague at Whittier Trust CompanyAustin, Texas, United States View → DW Deborah Wetzel Deborah Wetzel Colleague at Whittier Trust CompanyReno, Nevada, United States View → JK Jacqueline Kent, Cpwa®, Cfp®, Ctfa Jacqueline Kent, Cpwa®, Cfp®, Ctfa Colleague at Whittier Trust CompanyUnited States View → EM Erika Moreno Erika Moreno Colleague at Whittier Trust CompanyPasadena, California, United States View → CS Caleb Silsby, Cfa Caleb Silsby, Cfa Colleague at Whittier Trust CompanyNewport Beach, California, United States View → TF Thomas Frank Thomas Frank Colleague at Whittier Trust CompanySan Francisco, California, United States View → BJ Brenda James Brenda James Colleague at Whittier Trust CompanySparks, Nevada, United States View → AV Andre Van Niekerk, Ph.D. Andre Van Niekerk, Ph.D. Colleague at Whittier Trust CompanyPalm Springs, California, United States View → EZ Eric Zuniga Eric Zuniga Colleague at Whittier Trust CompanyLos Angeles, California, United States View →
3 education records

Whit Batchelor, Cfp® education

Education record

Long Trail School
FAQ

Frequently asked questions about Whit Batchelor, Cfp®

Quick answers generated from the profile data available on this page.

What company does Whit Batchelor, Cfp® work for?

Whit Batchelor, Cfp® works for Whittier Trust Company.

What is Whit Batchelor, Cfp®'s role at Whittier Trust Company?

Whit Batchelor, Cfp® is listed as Executive Vice President at Whittier Trust Company.

What is Whit Batchelor, Cfp®'s email address?

AeroLeads has found 1 work email signal at @whittiertrust.com for Whit Batchelor, Cfp® at Whittier Trust Company.

Where is Whit Batchelor, Cfp® based?

Whit Batchelor, Cfp® is based in Newport Beach, California, United States while working with Whittier Trust Company.

What companies has Whit Batchelor, Cfp® worked for?

Whit Batchelor, Cfp® has worked for Whittier Trust Company.

Who are Whit Batchelor, Cfp®'s colleagues at Whittier Trust Company?

Whit Batchelor, Cfp®'s colleagues at Whittier Trust Company include Julie Lytle Nesbit, Katie Peters, Ctfa, Deborah Wetzel, Jacqueline Kent, Cpwa®, Cfp®, Ctfa, and Erika Moreno.

How can I contact Whit Batchelor, Cfp®?

You can use AeroLeads to view verified contact signals for Whit Batchelor, Cfp® at Whittier Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Whit Batchelor, Cfp® attend?

Whit Batchelor, Cfp® holds Mba from California Lutheran University.

What skills is Whit Batchelor, Cfp® known for?

Whit Batchelor, Cfp® is listed with skills including Asset Management, Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Managment, Alternative Investments, and Financial Analysis.

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