Whittier Trust
Sam Kendrick, CFA has a diverse work experience. They have been working at Whittier Trust Company since 2017, where they started as an Investment Analyst before becoming a Portfolio Manager and Vice President. Prior to that, they had a summer internship as a Equity Research Analyst at Thornburg Investment Management in 2016. They also worked as an MBA Analyst - Intern at Aperture Media Partners in 2016. -From 2010 to 2015, they worked as an Associate Producer at Tinder Hill Productions. Before that, from 2007 to 2010, they worked as a Research Assistant / Production Coordinator at Eli Richbourg Productions. Sam's earliest work experience was as a Boarding Program Supervisor at Country Day School, Costa Rica from 2006 to 2007.
Sam Kendrick, CFA, obtained a Master of Business Administration (MBA) degree in Finance from UCLA Anderson School of Management in 2017. Prior to that, they earned a Bachelor of Architecture (B.Arch.) degree from Yale University in 2006. In 2019, they obtained a Chartered Financial Analyst (CFA) certification from the CFA Institute.
Whittier Trust
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Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States.