Christopher Espinoza

Christopher Espinoza, CFA, currently serves as a Portfolio Management Assistant at Principal Asset Management, a position held since March 2023. Prior to this role, Christopher was an Investment Associate at Whittier Trust Company from January 2022 to February 2023, where responsibilities included report preparation, portfolio analysis, and investment research. Christopher began the career as an Investment Analyst Intern at Whittier Trust Company, participating in client calls and assisting in the preparation of client materials. Previous internship experience includes an Investment Analyst Intern role at Whittier Trust Company in summer 2021, where analytical and communication skills were further developed, and a Summer Intern position at RSHF LLC in 2020, which provided exposure to private wealth management. Christopher holds a Bachelor of Arts degree in Economics-Accounting from Pitzer College and has educational experience at the Questrom School of Business at Boston University.