Caleb Silsby
Chief Portfolio Manager
Whittier Trust
Caleb Silsby is the chief portfolio manager. Caleb has been with Whittier Trust since 2006. In addition to being co-manager of our fixed income team, he is a member of the investment committee and is responsible for analyzing energy companies for the core equity strategies. Caleb manages portfolios for individual high net worth clients, foundations and endowments. Caleb re-ceived his MBA from the University of Southern California in additionto a graduate certificate in financial analysis and valuation. He has a bachelor’s ineconomics from St. Mary’s College of Maryland, Honors College. He is a CFA charterholder. Caleb is a member of the CFA Orange County Society and he volunteers with Junior Achievement USA, the world’s largest organization dedicated to educating students about workforce readiness and financial literacy.
Website: www.whittiertrust.com
SESSIONS
Breakout Session #6 | The Inevitable Shift: Lessons Learned from G1-G2 and G3-G4 Transitions – Speaker
The succession challenges of a business in the early, entrepreneurial stages are different from the challenges of a mature business owned by a larger extended family. This session will explore the issues at each stage and provide advice on managing the challenges.