PASADENA, CA / ACCESS Newswire / September 23, 2026 / 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.

Contact

Brandi J. Fields
BFields@whittiertrust.com
661.212.2312

About Whittier Trust

Collectively, Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (referred to herein individually and collectively as “Whittier Trust”) are state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. As the oldest multi-family office headquartered on the West Coast, Whittier Trust isn’t just a financial institution; it’s a trusted partner with a long, rich history of successfully navigating the financial markets to preserve, protect, and enhance its clients’ wealth and well-being across generations. Whittier Trust operates with the singular focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families, designed to advance and secure their long-term financial legacies and goals. The firm has offices in Pasadena, Menlo Park, Newport Beach, San Diego, San Francisco, West Los Angeles, Reno, Seattle, and Portland. To learn more, visit www.whittiertrust.com.

SOURCE: Whittier Trust

View the original press release on ACCESS Newswire

Media gallery

About The Author
Whittier Trust