ACCESSWIRE
25 Jan 2022, 23:05 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, BFields@whittiertrust.com, 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: BFields@whittiertrust.com
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 InformationGENEVA, Switzerland: The World Health Organization (WHO) has received a proposal by 13 member states requesting that Taiwan be allowed ...
BRUSSELS, Belgium: European Union foreign policy chief Josep Borrell has said that the bloc would ensure Ukraine that it has ...
Former U.S. President George W. Bush has made an embarrassing mistake in criticizing Russian President Vladimir Putin over his decision ...
WASHINGTON D.C.: The U.S. State Department has announced the launch of a new program to capture and analyze evidence of ...
JAKARTA, Indonesia: A new poll released this week indicated that Indonesian President Joko Widodo's approval rating has hit a six-year ...
EAST JAVA, Indonesia: A tourist bus crashed into a billboard on a highway on Indonesia's main island of Java this ...
SACRAMENTO, California: In another blow to the state's push to diversify corporate leadership, a California court judge has ruled that ...
KATHMANDU, Nepal - According to the World Organization for Animal Health (OIE), Nepal has reported its first cases of African ...
NEW YORK, New York - U.S. stock markets reversed sharp losses in late trading to eke out minor gains in ...
WASHINGTON D.C.: U.S. retail sales rose strongly in April, as consumers bought more motor vehicles and spent more at restaurants, ...
LONDON, England: The UK's jobless rate fell to a 48-year low in the first three months of 2022, it was ...
SYDNEY, NSW, Australia - A reduction of the official lending criteria in China has boosted stocks on the mainland, and ...