Mathew Neben

Vp, Portfolio Manager at Whittier Trust

Mathew Neben, CFA has a diverse work experience spanning from 2009 to the present. Mathew began their career as a Finance Intern at the Nevada Small Business Development Center in August 2009 and stayed there until March 2012.

In 2012, Mathew joined Whittier Trust Company as an Investment Analyst and held this position until December 2014. Mathew then advanced to the role of Investment Officer from January 2015 to December 2017. Following this, they served as an AVP, Portfolio Manager from January 2018 to June 2019. Currently, Mathew holds the position of VP, Portfolio Manager at Whittier Trust Company, a role they have been in since July 2019.

Throughout their career, Mathew has worked to serve high net worth families, individuals, and foundations across the United States. Mathew has gained expertise in portfolio management and wealth management, offering a wide range of capabilities to address various wealth management needs.

Mathew Neben, CFA holds a Bachelor of Science degree in Finance and Economics with a minor in Journalism from the University of Nevada, Reno, which they obtained between 2007 and 2012. Mathew furthered their education by completing a Master of Business Administration (MBA) program at the same university from 2017 to 2019. In 2016, Neben obtained the Chartered Financial Analyst (CFA) charterholder certification from the CFA Institute.

Links

Previous companies

Nevada Small Business Development Center logo

Timeline

  • Vp, Portfolio Manager

    July, 2019 - present

  • Avp, Portfolio Manager

    January, 2018

  • Investment Officer

    January, 2015

  • Investment Analyst

    March, 2012

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