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CFAOC Host A Student:  Whittier Trust Investment & Wealth Management

Event Description

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.


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


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 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.

Event Type

Career; Featured

Education Topic


Start Time

2/21/2020 3:00 PM

End Time

2/21/2020 5:00 PM


Newport Beach, CA



Event Country


Event Region


Location Info

​Whittier Trust Investment & Wealth Management

4695 MacArthur Court, Ste. 1500
Newport Beach, CA 92660



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event




Event Link


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Event Short Info

Students or Candidates interested in learning more about the investment profession should consider attending the <b>CFAOC Host A Student:  Whittier Trust Investment & Wealth Management.</b>  <a href="">Read More.</a>


Content Type: MyCFA Calendar
Created at 2/10/2020 8:28 PM by
Last modified at 2/10/2020 8:36 PM by