David A. Dahl
Amministratore Delegato presso Whittier Trust Co.
Profilo
Mr. David A.
Dahl, CFA MBA, is a President & Chief Executive Officer at Whittier Trust Co., a Chief Executive Officer at Whittier Advisors LLC and a President at Whittier Ventures LLC.
For the past 25 years, his responsibilities have included overseeing all aspects of how Whittier Trust makes a meaningful and lasting difference in all aspects of their client’s wealth, family, and legacy.
Prior to joining Whittier in 1993, Mr. Dahl began his career as a portfolio manager with Chicago based Duff & Phelps Investment Management Company.
He earned his Bachelor’s degree from the University of San Diego and his MBA from the University of Southern California.
He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).
Posizioni attive di David A. Dahl
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/01/1993 |
Whittier Advisors LLC
 Whittier Advisors LLC Investment ManagersFinance Part of Whittier Holdings, Inc., Whittier Advisors LLC is a company that provides investment advice. The company is based in Newport Beach, CA. The company was founded in 2021. The CEO is David A. Dahl. | Amministratore Delegato | - |
Precedenti posizioni note di David A. Dahl
| Società | Posizione | Fine |
|---|---|---|
Whittier Energy Corp.
 Whittier Energy Corp. Contract DrillingIndustrial Services Whittier Energy Corp. used to explore oil and gas. It also has non-operated interests in fields located in the Gulf Coast, Oklahoma, Wyoming and California. The company was headquartered in Houston, TX. | Presidente | 29/03/2007 |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Portfolio Manager-Fixed Income | - |
Formazione di David A. Dahl
| University of Southern California | Masters Business Admin |
| University of San Diego | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Finance |
Whittier Energy Corp.
Whittier Energy Corp. Contract DrillingIndustrial Services Whittier Energy Corp. used to explore oil and gas. It also has non-operated interests in fields located in the Gulf Coast, Oklahoma, Wyoming and California. The company was headquartered in Houston, TX. | Industrial Services |
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 |
Whittier Advisors LLC
Whittier Advisors LLC Investment ManagersFinance Part of Whittier Holdings, Inc., Whittier Advisors LLC is a company that provides investment advice. The company is based in Newport Beach, CA. The company was founded in 2021. The CEO is David A. Dahl. | Finance |
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