Cory Berceau, CFA, is an accomplished finance professional with extensive experience in portfolio management and equity research. Currently serving as AVP Portfolio Manager at Whittier Trust Company since February 2022, Cory previously held multiple roles at Martin Investment Management, LLC from November 2014 to February 2022, including Portfolio Manager and Equity Research Analyst. Additionally, Cory began a career in finance as an Assistant Financial Planner intern at Ameriprise Financial Services, Inc. in the summer of 2013. Cory holds a Bachelor of Arts degree in Economics from the University of Wisconsin-Madison, earned from 2010 to 2014.
Sign up to view 0 direct reports
Get started