Profiel
Mr. Sam Kendrick, CFA MBA, is a Vice President & Portfolio Manager at Whittier Trust Co. He advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolios.
He is part of the Investment Committee at Whittier Trust.
He covers Consumer Discretionary and REITs for the core equity strategies, and he is the lead analyst on Whittier’s Small Cap strategy.
Prior to joining Whittier Trust, Mr. Kendrick worked as an equity research analyst at Thornburg Investment Management.
He received his MBA from UCLA Business School with an emphasis in Finance.
He is a CFA® charterholder and member of the CFA Society of Los Angeles.
Sam earned his bachelor’s degree at Yale University.
Actieve functies van Sam Kendrick
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-07-2017 |
Eerdere bekende functies van Sam Kendrick
| Bedrijven | Functie | Einde |
|---|---|---|
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Corporate Officer/Principal | - |
Opleiding van Sam Kendrick
| UCLA Anderson School of Management | Masters Business Admin |
| Yale University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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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 |
Thornburg Investment Management, Inc.
Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Finance |
