The Portfolio Management Team at Whittier Trust is responsible for developing, implementing, and overseeing investment strategies tailored to meet the unique financial goals of high net worth clients. The team conducts in-depth market analysis, manages asset allocation, and provides ongoing portfolio management to optimize returns while mitigating risk. They collaborate closely with other client service teams to ensure comprehensive and personalized wealth management solutions.
Cory Berceau
AVP Portfolio Manager
Eric Derrington
Portfolio Manager
Jay Karpen
Portfolio Manager, Vice Presid...
Kevin Koehler
Vice President, Portfolio Mana...
Mathew Neben
Vp, Portfolio Manager
Nick Momyer
Northwest Regional Manager, Se...
Nielsen Fields
Vice President, Portfolio Mana...
Sam Kendrick
Portfolio Manager, Vice Presid...
Sean Kraus
Senior Vice President, Senior ...
Tyler Youngberg
AVP - Portfolio Manager
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