Matthew W. Markatos

Senior Vice President, Senior Client Advisor

West Los Angeles, CA

Matt is a Senior Vice President with Whittier Trust and provides client advisory and administration services to high-net-worth individuals and family groups. Matt’s expertise includes investment management, valuation analysis, estate and tax planning, charitable giving and real estate.

Matt brings over 25 years of experience in financial planning, private business valuation, public security analysis and portfolio management to help solve complex financial issues for clients. Prior to joining the Whittier Trust Company, Matt was an Executive Vice President and Managing Director for Stonebridge Capital Management, Inc. for over 19 years. His responsibilities included client advisory and financial planning, security analysis and comprehensive portfolio management. Matt’s experience prior to joining Stonebridge in 2000 includes the title of Shareholder at Van Deventer & Hoch Investment Counsel and Research Associate at Economic Analysis Corporation.

Matt has a B.A. in Mathematical Economics from Pomona College where he was a Pomona Scholar and the recipient of the Lorne D. Cook award in Economics. Matt is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Los Angeles as well as a member of the Jonathan Club.