Craig T. Ayers

Craig T. Ayers

Portfolio Manager-Equities at Whittier Trust Co.

Finance
Consumer Services

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

CompaniesPositionStart
Portfolio Manager-Equities 01/04/2010
All active positions of Craig T. Ayers

Former positions of Craig T. Ayers

CompaniesPositionEnd
Portfolio Manager-Equities 02/04/2009
Lebenthal & Co., Inc. Analyst-Equity -
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Training of Craig T. Ayers

The Colorado College Undergraduate Degree
University of Pennsylvania Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

5

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies3

Finance

Finance

Lebenthal & Co., Inc.

Finance

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