Craig T. Ayers
Gestor de Cartera-Acciones en Whittier Trust Co. .
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
Empresas | Cargo | Inicio |
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Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Gestor de Cartera-Acciones | 01/04/2010 |
Antiguos cargos conocidos de Craig T. Ayers.
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AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Gestor de Cartera-Acciones | 02/04/2009 |
Lebenthal & Co., Inc. | Analyst-Equity | - |
Formación de Craig T. Ayers.
University of Pennsylvania | Masters Business Admin |
The Colorado College | Undergraduate Degree |
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Empresas relacionadas
Empresas privadas | 3 |
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Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Finance |
Lebenthal & Co., Inc. | Finance |
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