Whittier Trust is appointing Yes Design Group as the private investment and wealth management firm's agency of record. Perceptiv served as the incumbent, and the agency did not defend as Whittier sought a new vision.
Now, the LA-based Yes will develop brand strategy with Whittier Trust's marketing team and be responsible for all creative concepts and campaign development, digital/social strategy and content, and print collateral. The agency will work closely with Retta Jitner, Founder & CEO of Media Matters, Inc. who handles media strategy planning for the firm. The measured media spend for Whittier Trust in 2018 was approximately $1 million.