Craig T. Ayers
Portfolio Manager-Equities at Whittier Trust Co.
Profile
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.
Craig T. Ayers active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 2010-03-31 |
Former positions of Craig T. Ayers
Companies | Position | End |
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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. | Portfolio Manager-Equities | 2009-04-01 |
Lebenthal & Co., Inc. | Analyst-Equity | - |
Training of Craig T. Ayers
The Colorado College | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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. | Finance |
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 |
Lebenthal & Co., Inc. | Finance |
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