The Whittier Trust Newport Beach office, a key division of Whittier Trust Company, has once again received recognition for its outstanding workplace culture, earning the #5 spot on the Orange County Business Journal’s 2025 Best Places to Work for Midsize Companies.
“I am honored to be working with such a great group of people who truly enjoy where they are and what they are doing.” says Greg E. Custer, Whittier Trust Executive Vice President and Manager, Newport Beach Office, “At Whittier Trust, we have built a culture rooted in trust and collaboration, where our team is empowered to reach new heights, and consistently deliver exceptional service that reflects who we are.”
For Whittier Trust, a firm known for its legacy in wealth management and philanthropic advisory services, the recognition reflects values that run deep throughout the organization: integrity, professional growth, and genuine care for both clients and colleagues. Whether helping multi-generational families navigate complex wealth management needs or guiding clients through philanthropic legacy planning, Whittier Trust empowers its team to deliver deeply personalized, purpose-driven solutions.
As Whittier Trust continues to grow across its offices in California and Nevada, it remains committed to fostering a workplace where people thrive, feel valued, and are inspired to make a difference—both within the company and in the communities they serve.
The Orange County Business Journal’s Best Workplaces list recognizes and honors the top employers, celebrating organizations that positively impact the local economy, workforce, and business community. Workforce Research Group conducts a two-part ranking process. First, an assessment of each company’s workplace policies, practices, and demographics, which accounts for about 20% of the overall score and second, an extensive employee survey measuring the day-to-day employee experience, making up approximately 80% of the evaluation. These combined scores determine the final rankings.
The ranking of the winning organizations were released via a special section of the Orange County Business Journal’s July 7 issue.