Caleb is the Chief Portfolio Manager. Caleb has been with Whittier Trust since 2006. In addition to being co-manager of our fixed income team, he is a member of our Investment Committee and is responsible for analyzing energy companies for the core equity strategies. Caleb manages portfolios for individual high net worth clients, foundations and endowments.
Caleb received his MBA from the University of Southern California in addition to a graduate certificate in Financial Analysis and Valuation. He has a Bachelor’s in Economics from St. Mary’s College of Maryland, Honors College. He is a CFA® charterholder.
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 work force readiness and financial literacy.