Tuesday, July 16, 2024
Home Investment NewsInvestment Strategies Whittier Trust Welcomes New Vice President and Portfolio Manager Kevin Kaler

Whittier Trust Welcomes New Vice President and Portfolio Manager Kevin Kaler

by xyonent
0 comment
26848.png


LOS ANGELES, CALIFORNIA / ACCESSWIRE / August 22, 2023 / Whittier Trust Company is pleased to announce the hiring of Kevin Koehler as a new vice president and portfolio manager in Whittier Trust’s West Los Angeles office. Kevin brings a wealth of experience and expertise to the team and will be a valuable asset in providing comprehensive financial solutions to Whittier Trust’s clients.

“We are excited to welcome Kevin to the Whittier Trust family,” said Caleb Silsbee, executive vice president and chief portfolio manager at Whittier Trust. “His strong track record, financial management expertise and dedication to client success make him an ideal fit for one of our fastest growing offices. With Kevin on board, we are confident our West Los Angeles clients will benefit from his strategic guidance and personal attention to their financial solutions.”

As Vice President and Portfolio Manager, Kevin will be responsible for advising clients on key issues such as asset allocation, risk assessment, capital market return projections and the importance of after-tax performance within a portfolio. With his keen insight and strategic acumen, Kevin will play a key role in helping clients achieve their financial goals and secure their financial future.

Prior to joining Whittier Trust, Kevin served as Director of Investment Strategy at Miracle Mile Advisors, where he oversaw portfolio construction, customized strategies and alternative investments on behalf of a significant $4 billion in assets. His proficiency in managing diversified portfolios and dedication to client success have earned him an outstanding reputation in the financial industry.

Prior to joining Miracle Mile Advisors, Kevin honed his expertise as a Director at Nuveen in Chicago, where he managed and traded fixed income strategies. His deep understanding of financial markets and investment strategies has been the cornerstone of his success and will undoubtedly be an asset to Whittier Trust’s clients.

Kevin Koehler is a graduate of the University of Illinois at Urbana-Champaign with a BA in Economics and a minor in Mathematics. He also holds the prestigious Chartered Financial Analyst (CFA) designation, demonstrating his commitment to the highest standards of professionalism and ethics in the financial industry. Kevin is actively involved with CFA Institute and CFA Society Los Angeles, further enhancing his commitment to continuous learning and professional development.

In addition to his successful career in finance, Kevin is an avid golfer and enjoys the opportunity to travel and explore the world with his wife and two sons. As a member of Hillcrest Country Club, he strongly values ​​and continues to foster a sense of community and camaraderie.

###

Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. (individually and collectively, “Whittier Trust”) are state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a privately held holding company. Whittier Trust is the oldest multi-family office headquartered on the West Coast. Whittier Trust works with 578 families and 161 private foundations, donor-advised funds and non-profit endowments across the United States, advising on over $20 billion in assets. For six generations, the firm has helped individuals and families manage, grow and transfer their wealth intergenerationally. The firm has offices in South Pasadena, San Francisco, Menlo Park, Newport Beach, West Los Angeles, Reno, Seattle and Portland. For more information, please visit www.whittiertrust.com. http://www.whittiertrust.com.

contact:

Brandi J. Fields
Whittier Trust
Email: [email protected]

sauce: Whittier Trust



Source link

You may also like

Leave a Comment

About Us

Investxyon

At InvestXyon, we empower individuals with knowledge for informed investing, financial navigation, and secure futures. Our trusted platform covers investments, stocks, personal finance, retirement, and more.

Feature Posts

Newsletter

Subscribe my Newsletter for new blog posts, tips & new photos. Let's stay updated!