Our story

ProTrustee was created to help trustees fulfill their fiduciary duties, better serve their clients, and achieve optimal business outcomes. Through years of hands-on experience managing trusts, our founding team identified the need for a modern platform to help trust administrators solve daily pain points and increase their efficiency. ProTrustee is the result of this combined experience and inspiration. With a focus on compliance, collaboration, and productivity, ProTrustee has been thoughtfully built from the ground up with the goal of bringing a totally fresh approach to the technology landscape for trust administration.

J. Brandon Whittington

Founder & CEO

Brandon is a resilient leader and entrepreneur with a passion for business and innovation. His vision combined with a decade of experience as a trust officer at Truist Wealth and U.S. Trust, two of the largest national trust departments, led him to found ProTrustee in 2022. During his time managing fiduciary relationships, Brandon quickly saw the limitations of effectively administering trusts within the current technical ecosystem. The desire to build something unique and create value for others inspired him to go all in on creating ProTrustee. Brandon is an Accredited Trust Fiduciary Advisor, Certified Financial Planner®, Chartered Alternative Investment Analyst, and holds a Master’s Degree in Trust and Wealth Management. A North Carolina native, he currently resides in Mt. Pleasant, SC with his wife and two dogs.

Will Deupree

Co-Founder & CTO

With nearly 25 years in the software industry, Will is a proven technology leader and entrepreneur. He has successfully founded several companies, including Preclose, where he served as both CTO and then CEO. He managed the company’s acquisition by Orchard where he continued on as Head of Engineering. Prior to that he spent many years managing teams and building enterprise software in both the government and commercial sectors. He served as Chief Technologist at Booz Allen Hamilton where he focused on building scalable and secure platforms. Will is a graduate of Dartmouth College where he studied computer science and applied mathematics; he earned his MBA from The Citadel. Will now brings all of his experiences and innovation to ProTrustee where he is excited about transforming the trust management landscape.

Craig Cook

Product Manager & Board Member

As co-founder and CEO of Oakbrook Solutions, Craig Cook brings over 35 years of experience in technology-based solutions for wealth management providers and the asset-management industry, focusing on new product development for trust systems, investment management systems, and proprietary systems. He excels at analyzing, designing, and delivering application software-based solutions of varying scopes and sizes. Combining deep knowledge of the wealth business with technical and project-management skills honed over time, Craig has built a record of success in developing proven workflow solutions for any wealth-management channel.