Sandip A. Bhagat

Chief Investment Officer

South Pasadena, CA

Sandip Bhagat is the Chief Investment Officer at Whittier Trust. He is responsible for Whittier Trust’s investment policies, strategies, and research across traditional and alternative asset classes.

Sandip has over 25 years of portfolio management, research, and trading experience in equities, asset allocation, alternatives, derivatives, and multi-asset class investment solutions.

Prior to joining Whittier Trust Sandip was global head of equities at Vanguard where he had responsibility for all passive, ETF, and active equity portfolios and alternatives strategies managed by the Vanguard Equity Investment Group. Before joining Vanguard in 2009, he was a Managing Director and head of the global asset allocation and systematic strategies at Morgan Stanley Investment Management.

Sandip began his career in 1987 at Travelers Investment Management Company and eventually became its Chief Investment Officer Prior to 2004, Sandip was a Managing Director at Citigroup Asset Management and served in several senior roles across its multiple business units and predecessor organizations.

Sandip received his Bachelor of Science in Chemical Engineering degree from the University of Bombay, his Masters of Science in Chemical Engineering, and his MBA from the University of Connecticut. He is a CFA® charterholder.

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