Craig T. Ayers

Craig T. Ayers

Gestor de Cartera-Acciones en Whittier Trust Co. .

Finance
Consumer Services

Perfil

Mr. Craig T.
Ayers
, CFA MBA, is a Senior Vice President & Senior Portfolio Manager at Whittier Trust Co. He works with approximately twenty high net worth families and their philanthropic foundations investing portfolios individually designed for each clients’ unique circumstances.
Prior to joining Whittier Trust, Mr. Ayers was at AllianceBernstein LP for 15 years where he was a Senior Vice President and Portfolio Manager of equity and fixed income accounts for mutual fund, Taft Hartley, insurance and sub-advisory clients.
Prior to that, he was a fixed income analyst and investment banker with Lebenthal & Co. in New York.
He earned his Bachelor’s degree in Economics from Colorado College and his MBA from the Wharton School of the University of Pennsylvania.
He holds the designation of Chartered Financial Analyst and is a member of the CFA Society of San Francisco.
He served as the Chair of the Investment Research Challenge for the CFA Society of San Francisco organizing the competition for six years.

Cargos activos de Craig T. Ayers

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Gestor de Cartera-Acciones 01/04/2010
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Antiguos cargos conocidos de Craig T. Ayers.

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Gestor de Cartera-Acciones 02/04/2009
Lebenthal & Co., Inc. Analyst-Equity -
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Formación de Craig T. Ayers.

University of Pennsylvania Masters Business Admin
The Colorado College Undergraduate Degree

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5

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Lebenthal & Co., Inc.

Finance

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