Tuesday, 04 August 2026 11:00 AM
Company Update
PASADENA, CA / ACCESS Newswire / August 4, 2026 / Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to welcome Kimberly Shepherd to its Board of Directors.
Shepherd joins Whittier Trust with a distinguished record of board leadership across some of Southern California's most respected institutions, spanning healthcare, higher education, and family philanthropy. Her appointment reflects Whittier Trust's continued commitment to thoughtful growth, multigenerational leadership, and serving families with the highest standard of care.
"Whittier Trust has always believed that stewardship is about more than managing assets. It's about helping families sustain purpose, legacy, and impact across generations," said David Dahl, CEO of Whittier Trust. "Kimberly's perspective as a family steward and community leader reflects that same belief, and we are honored to strengthen our board with her expertise and experience."
Shepherd currently serves as a Trustee of the U.S. Olympic & Paralympic Foundation and Children's Hospital Los Angeles, where she previously served on its Board of Directors and Safety and Quality Committee. She is active with her alma mater, the University of Southern California, serving on the President's Leadership Council, the Keck of USC Board of Councilors, and the USC Capital Campaign Committee. She also founded the Marshall Torch Society at the USC Marshall School of Business.
Shepherd carries forward a multigenerational legacy of entrepreneurship and philanthropy. Her grandfather, H. Leslie Hoffman, founder of Hoffman Electronics, and her grandmother, Elaine Stevely Hoffman, established the Hoffman Foundation, helping shape both Los Angeles' electronics industry and its philanthropic community. Shepherd now serves as Director of the Hoffman Foundation, where she supports governance, family engagement, financial oversight, and multigenerational stewardship.
A testament to her commitment to philanthropy, Shepherd has held leadership and fundraising roles with Polytechnic School, Kidspace Children's Museum, Pasadena Children's Guild, and Young Presidents' Organization, among others.
As Whittier Trust continues to serve families across generations, Shepherd's experience in governance, philanthropy, and family stewardship will bring valuable perspective to the firm's continued growth and commitment to client service.
Contact:
Brandi J. Fields
[email protected]
661.212.2312
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.
SOURCE: Whittier Trust