Whittier Trust Promotes Caleb Silsby to Chief Portfolio Manager

Longtime Senior Portfolio Manager Takes on Increased Role as Assets Under Advisement top $12.6 Billion

Caleb Silsby

Whittier Trust is pleased to announce that Caleb Silsby has been promoted to Chief Portfolio Manager. Since he joined the firm in 2006, Caleb has proven himself to be both an invaluable team member and thoughtful leader within our organization. His expertise has earned him national recognition as a highly respected senior investment professional.

Caleb is a co-manager of our fixed-income strategies and a member of both the Investment and Executive Committees. He manages several of the firm’s large accounts for high net worth clients, foundations, and endowments and is responsible for fundamental research coverage in the Energy sector. He is also an essential contributor to the firm’s sales, marketing, and business development activities. In his new role, Caleb will play a more significant role in implementing and enhancing portfolio management processes across the firm’s client base.

Caleb Silsby is a CFA®charterholder, CFP®professional, and a member of the CFA Orange County Society. 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. Caleb can frequently be seen providing analysis and insight on CNBC’s Closing Bell and Bloomberg TV. In his spare time, Caleb is an active volunteer with Junior Achievement USA, the world’s largest organization dedicated to educating students about workforce readiness and financial literacy.

Whittier Trust Company, together with its affiliate, The Whittier Trust Company of Nevada, Inc. (collectively, “Whittier Trust”) offer a breadth of financial services and tailored investment strategies designed to meet clients’ unique needs, goals, and values. Whittier Trust is the oldest and largest multi-family office headquartered on the West Coast, serving over 370 family relationships throughout the U.S, with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland.

Source: Whittier Trust


Categories: Asset Management

Tags: Energy, Family Office, High Net Worth, Investment and Wealth Management, Portfolio Manager, Promotion

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Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast.

Whittier Trust
1600 Huntington Drive South Pasadena, CA 91030
South Pasadena, ca 91030
United States