A.J. Whitman, JD, CTFA

A.J. Whitman, JD, CTFA

Senior trust officer


As a Senior Trust Officer, A.J. leverages nearly two decades of experience in private wealth management to serve ultra-high-net-worth clients. Her career, built across boutique trust firms and major financial institutions, is distinguished by her ability to navigate complex financial landscapes. A.J.’s deep understanding of business and fiduciary law was further developed through her experience as a university professor and her disciplined approach to detail was honed during her service in the U.S. Army Reserves as a Military Police Officer and Legal Specialist in the JAG Corps.

Education: A.J. earned her Bachelor of Science in Business Administration majoring in Sports Administration with a minor in Psychology from the University of Tulsa. She also received her Juris Doctor from the University of Tulsa with additional studies at Southwestern School of Law.

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