ACCESS Newswire
25 Jan 2022, 18:35 GMT+10
NEWPORT BEACH, CA / ACCESSWIRE / January 25, 2022 / Whittier Trust Company congratulates Caleb Silsby, CFA on his promotion to Executive Vice President. Caleb is Whittier Trust's Chief Portfolio Manager.
Caleb joined Whittier Trust in 2006. His background ranges from fundamental equity research to credit analysis and fixed income management. Additionally, Caleb has experience in managing real estate. Caleb continues to manage portfolios for high net worth clients, foundations, and endowments.
'Caleb has been a cornerstone of Whittier Trust for over 15 years. His hard work and dedication to our clients, employees and the investment process is reflected in everything he does. We're excited for him to step into this new role.' - Whittier Trust CEO, David Dahl.
Caleb received his MBA and a graduate certificate in Financial Analysis and Valuation from the University of Southern California. He received a Bachelor's in Economics from St. Mary's College of Maryland, Honors College. He is a CFA® charter holder as well as a CFP® certificant.
Caleb is a member of the CFA Orange County Society, and he volunteers with Junior Achievement USA, the world's largest organization dedicated to educating students about workforce readiness and financial literacy. Caleb is a board member of the Crystal Cove Conservancy working specifically with the education committee.
For more information or upcoming events, contact Brandi J. Fields at, [email protected], or visit www.whittiertrust.com.
###
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. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast. Whittier Trust works with 514 families and over 40 foundations throughout the U.S. and advises on nearly $19 billion in assets. The firm has helped individuals and families manage, grow and transfer wealth intergenerationally for six generations. The firm has offices in South Pasadena, San Francisco, Newport Beach, Reno, Seattle, and Portland. To learn more, visit http://www.whittiertrust.com.
Contact:
Brandi J. Fields
Whittier Trust
Email: [email protected]
SOURCE: Whittier Trust
Get a daily dose of San Francisco Star news through our daily email, its complimentary and keeps you fully up to date with world and business news as well.
Publish news of your business, community or sports group, personnel appointments, major event and more by submitting a news release to San Francisco Star.
More InformationPALO ALTO/TEL AVIV: The battle for top AI talent has claimed another high-profile casualty—this time at Safe Superintelligence (SSI),...
WASHINGTON, D.C.: The Trump administration has made public a visa decision that would usually be kept private. It did this to send...
FRANKLIN, Tennessee: Hundreds of thousands of Nissan and Infiniti vehicles are being recalled across the United States due to a potential...
REDMOND, Washington: Microsoft is the latest tech giant to announce significant job cuts, as the financial strain of building next-generation...
LONDON UK - U.S. stock markets were closed on Friday for Independence Day. Global Forex Markets Wrap Up Friday with Greeback Comeback...
SANTA CLARA, California: Nvidia came within a whisker of making financial history on July 3, briefly surpassing Apple's all-time market...
WASHINGTON, D.C.: The Trump administration has made public a visa decision that would usually be kept private. It did this to send...
MADRID, Spain: Liverpool footballer Diogo Jota and his younger brother, André Silva, have died in a car accident in Spain. Spanish...
LONDON, U.K.: An unrelenting heatwave sweeping across Europe has pushed early summer temperatures to historic highs, triggering deadly...
President Donald Trump's plans to build a space-based Golden Dome missile defense shield have drawn immediate criticism from China,...
NEW YORK CITY, New York: Paramount has agreed to pay US$16 million to settle a lawsuit brought by U.S. President Donald Trump over...
LONDON, U.K.: British Prime Minister Keir Starmer won a vote in Parliament this week to move ahead with changes to the country's welfare...