Corey is an Assistant Vice President, Portfolio Manager with Whittier Trust Company of Nevada. He is responsible for managing the portfolios of high-net-worth clients, foundations, and endowments across asset classes. For Whittier’s core equity strategies, Corey covers Software & Services companies in the Information Technology sector. Within alternatives, Corey assists with diligence on Software and Information Technology focused companies and funds.
Corey previously worked as a mechanical engineer designing injection-molded action sports camera mounts before moving on to engineer filtration systems to remove radioactive material from drinking water for municipalities. Outside of his work as an engineer, he pursued the CFA and financial analysis of individual companies. Before mechanical engineering, Corey worked as a wildland firefighter helicopter crewmember.
Corey graduated from the University of Nevada, Reno with a Bachelor’s degree in Mechanical Engineering before obtaining the CFA® designation. Most recently, Corey graduated from UCLA Anderson School of Management with a Master’s in Business Administration.