​The Firm

Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast. Whittier's wealth management platform serves over 410 families and 30 foundations throughout the U.S. with over $13 billion in assets. The firm has helped individuals and families manage, grow and transfer wealth intergenerationally for seven generations. The firm serves clients across the nation with offices in South Pasadena, Newport Beach, San Francisco, Seattle, Reno, and Portland.

Agenda/Speaker(s)

3:00                      Arrival

3:15 – 4:00           Application of the CFA in the Wealth Management Industry
Presented by: Caleb Silsby CFA, Chief Portfolio Manager

4:00 – 4:30           Panel Discussion
Panel: Caleb Silsby CFA, Chief Portfolio Manager, Rebecca Cummins CFA, AVP, Portfolio Manager & Mason Carpenter, CFA, AVP, Analyst

4:30 – 5:00           Networking

Registration

If you are currently an undergraduate or graduate student, and/or a candidate in the CFA Program located in the Orange County area and would like to learn more about the investment profession and capital markets from the top experts in the industry, register for this event today. Students will be admitted on a first come, first served basis!

If you have any questions about the event or the Host-A-Student program, feel free to e-mail Finbar O'Brien or Greg Battistone at HostAStudent@cfaoc.org. If you register for this event and are unable to attend, please inform us as there may be other students who wish to attend. Professional attire (business casual) is required.