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Volume 6, Issue 8  |  January 26, 2021


Whittier Trust’s EVP named third consecutive year to OC 500

Greg Custer, executive vice president of Whittier Trust Company, has been named one of Orange County’s 500 most influential business leaders by the Orange County Business Journal for the third year in a row. Whittier Trust Company oversees more than $14.7 billion in assets, serving its high-net worth families from six offices. The firm opened in Orange County in 2015 with two professionals and now has 21 professionals. Revenues have grown in excess of 200 percent over the course of the last three years.

James L. Doti, Ph.D., Chapman University President Emeritus and Professor of Economics, who also serves on the Whittier Trust Board of Directors, was again named this year, joining Greg Custer in this honor.

“Greg has continued to grow the Orange County office in an unusual year for everyone including COVID and the election which has required special ways of doing business and customized planning to make sure all of our clients’ needs are met in a safe way,” said David Dahl, CEO of Whittier Trust.

Whittier Trusts Greg Custer

Click on photo for a larger image

Courtesy of Whittier Trust

Greg Custer

“Whittier Trust’s highly customized culture delivers generational peace of mind for our clients. It’s also where, under Greg’s leadership, families that have built remarkable businesses are cared for by the exceptional financial, tax and legal professionals. Our longtime commitment to nonprofits is an extension of this personalized culture. It’s good people doing good work for others and something we are proud of,” said Dahl.

Custer is a Certified Trust Financial Advisor and member of the American Bankers Association. He has been on the board of directors for the Tournament of Roses Parade and Rose Bowl Game since 1998 serving on the finance and business and development committees and overseeing construction of all floats for the 2020 and 2021 Rose Parades. He is the chair of the Orange County chapter of STEP (Society of Trust and Estate Practitioners), with more than 20,000 members worldwide. He is on the board of the YMCA of Orange County, serving as the chair of the Investment Committee. Custer is on the Leadership Council of United to End Homelessness, a project of the United Way of Orange County. He is also an annual event board member for Housing Works, a nonprofit housing organization successfully working to provide permanent housing to those at highest risk. Additionally, he is on the Orange County Sheriff’s Advisory Council.

An Eagle Scout since 1983, he is a fifth generation Californian whose great grandfather founded what became TICOR Title Company, and co-founded what became O’Melveny and Myers, Los Angeles’ oldest law firm. His grandfather was an early member of the California Club in Los Angeles and Balboa Bay Club.

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