Craig T. Ayers

Gestionnaire de Portefeuille-Actions chez

Whittier Trust Co.

Finance

Consumer Services

Profil

Mr. Craig T.
Ayers, CFA MBA, is a Senior Vice President & Senior Portfolio Manager at Whittier Trust Co. He specializes in working with high-net-worth families, including their philanthropic foundations and DAFs, to create individually tailored investment portfolios.
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.

Postes actifs de Craig T. Ayers

Sociétés	Poste	Début
Whittier Trust Co. Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations.	Gestionnaire de Portefeuille-Actions	01/04/2010

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Anciens postes connus de Craig T. Ayers

Sociétés	Poste	Fin
AllianceBernstein LP AllianceBernstein LP Financial ConglomeratesFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies.	Gestionnaire de Portefeuille-Actions	02/04/2009
Lebenthal & Co., Inc. Lebenthal & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and related financial services	Analyst-Equity	-

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Entreprise privées	5
Whittier Trust Co. Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations.	Finance
AllianceBernstein LP AllianceBernstein LP Financial ConglomeratesFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lebenthal & Co., Inc. Lebenthal & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and related financial services	Finance
The Colorado College The Colorado College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services