![David A. Dahl](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Amministratore Delegato | 01/01/1993 |
Whittier Advisors LLC
 Whittier Advisors LLC Investment ManagersFinance Provides investment advice | Amministratore Delegato | - |
Precedenti posizioni note di David A. Dahl
| Società | Posizione | Fine |
|---|---|---|
Whittier Energy Corp.
 Whittier Energy Corp. Contract DrillingIndustrial Services Explores oil and gas | Presidente | 29/03/2007 |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Portfolio Manager-Fixed Income | - |
Formazione di David A. Dahl
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
43
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Finance |
Whittier Energy Corp.
Whittier Energy Corp. Contract DrillingIndustrial Services Explores oil and gas | Industrial Services |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
 University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Whittier Advisors LLC
Whittier Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
