Thicke, Carter W.

Carter is a Vice President, Client Advisor at Whittier Trust’s West Los Angeles office. He provides strategic advisory services to high-net-worth individuals, developing and maintaining relationships with clients and their trusted business professionals. Carter provides innovative solutions for complex estate planning and investment management, with a focus on privately held businesses, alternative asset classes, and […]

Markatos, Matthew W.

Matt manages Whittier Trust’s West Los Angeles office and provides client advisory services to ultra-high-net-worth individuals and families. His expertise includes strategic and tactical estate and tax planning, charitable giving, investment management, valuation analysis, real estate, and family office solutions. With 30 years of experience in financial planning, tax planning, private business valuation, and portfolio […]

Buntmann, Amanda M.

Amanda is a Vice President, Client Advisor in Whittier Trust’s Philanthropic Services department providing philanthropic advisory and administrative services to our high-net-worth individuals and families. She specializes in philanthropic planning and administration, providing guidance for clients who wish to formalize their charitable giving process or enhance their existing philanthropy. Amanda supports foundations and DAFs so […]

Ahn, Brittnay

Brittnay is a Vice President, Client Advisor in Whittier Trust’s West Los Angeles Office. She offers strategic financial planning for high-net-worth individuals and families, with an emphasis on working with successor generations to plan early for the most tax-advantageous and financially optimal outcomes to achieve their goals. She has been with Whittier Trust since 2013. […]