Whittier Trust announces the promotions of Jay Karpen, Brittnay Ahn, and Ryan Pile to Senior Vice President in recognition of their exceptional leadership, expertise, and dedication to the individuals and families they serve.
“These promotions recognize the exemplary work ethic, performance, and client-first approach that Jay, Brittnay, and Ryan bring to Whittier Trust each day,” said David Dahl, President and CEO of Whittier Trust “Each has demonstrated an unwavering commitment to professional excellence and a proven ability to translate complex client goals into enduring, multi-generational strategies.”
Jay F. Karpen, based in the Reno office, has been promoted to Senior Vice President, Portfolio Manager. Jay oversees equity, fixed-income, and alternative assets for high-net-worth clients while serving on the firm’s Alternatives Team, which leverages Whittier Trust’s open architecture platform to grant clients access to top-tier private equity, venture capital, and private credit managers.
Brittnay Ahn, a team member in the West Los Angeles office, has been promoted to Senior Vice President, Client Advisor. Brittnay focuses on strategic financial planning, helping next-generation family members establish thoughtful plans and structures designed to support their goals and achieve tax-efficient, financially sound outcomes.
Ryan Pile, based in the Newport Beach office, has been promoted to Senior Vice President, Client Advisor. Ryan specializes in wealth management, family office, and trust services, drawing on extensive experience in estate planning and intergenerational wealth transfer.
These promotions reflect Whittier Trust’s continued investment in developing high-caliber professionals and advancing leaders from within the firm. This commitment creates a rewarding and enriching environment for team members, while strengthening the firm’s ability to provide clients with dedicated, specialized, and highly personalized service.
For more information about Whittier Trust, start a conversation with an advisor today by visiting our contact page.