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 Dallas Sun 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 Dallas Sun.
More InformationISTANBUL/PARIS/BRUSSELS: As searing temperatures blanket much of Europe, wildfires are erupting and evacuation orders are being issued...
VENICE, Italy: Over the weekend, hundreds of protesters marched through the narrow streets of Venice to voice their opposition to billionaire...
PARIS, France: France is taking stronger steps to reduce smoking. A new health rule announced on Saturday will soon ban smoking in...
WASHINGTON, DC - U.S. President Donald Trump on Tuesday claimed Elon Musk's success has been built on government subsidies. Without...
EVERGLADES, Florida: Over the weekend, a diverse coalition of environmental activists, Native American leaders, and residents gathered...
BEIJING, China: China's national soccer team may struggle to stir excitement, but its humanoid robots are drawing cheers — and not...
NEW YORK, New York - U.S. stocks diverged on Wednesday for the second day in a row. The Standard and Poor's 500 hit a new all-time...
NEW YORK CITY, New York: The U.S. dollar continues to lose ground, weighed down by growing concerns over Washington's fiscal outlook...
KABUL, Afghanistan: Afghanistan, long associated with war and instability, is quietly trying to rebrand itself as a destination for...
SANTA CLARA, California: Executives at Nvidia have quietly been cashing in on the AI frenzy. According to a report by the Financial...
NEW YORK, New York - Global stock indices closed with divergent performances on Tuesday, as investors weighed corporate earnings, central...
TORONTO, Canada: Canadian Prime Minister Mark Carney announced late on June 29 that trade negotiations with the U.S. have recommenced...