ACCESS Newswire
21 Jul 2021, 20:13 GMT+10
NEWPORT BEACH, CA / ACCESSWIRE / July 21, 2021 / Whittier Trust Company is excited to congratulate Rebecca Cummins, who was recently promoted to Vice President, Portfolio Manager within the firm.
Rebecca started with Whittier Trust at the beginning of 2019 and has been an impactful member of the Investment Team. Rebecca works with high net worth families and their philanthropic foundations, investment portfolios that are individually tailored for each clients' unique circumstances. Rebecca's investment research is focused on the financial sector. She has had several media appearances on Bloomberg Radio, Bloomberg TV, and Yahoo Finance TV, discussing views on the financial sector and opportunities in the current investment environment.
Prior to joining Whittier Trust, Rebecca was a senior fixed-income analyst at Thornburg Investment Management, where she researched and invested primarily in fixed-income securities. Prior to that, she was an investment strategies analyst with Natixis Global Asset Management in Boston, MA.
Rebecca earned her Bachelor's degree in English literature from Dartmouth College and her MBA from Cornell University. She holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Society of Orange County.
For more information or upcoming events, contact Brandi J. Fields at, [email protected], or visit www.whittiertrust.com.
###
Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast. Whittier's wealth management platform serves over 490 families and over 40 foundations throughout the U.S. and advises on over $18 billion in assets. The firm has helped individuals and families manage, grow and transfer wealth intergenerationally for six generations. The firm has offices in South Pasadena, San Francisco, Newport Beach, Reno, Seattle, and Portland. To learn more, visit http://www.whittiertrust.com.
SOURCE: Whittier Trust
Get a daily dose of Miami Mirror news through our daily email, its complimentary and keeps you fully up to date with world and business news as well.
Publish news of your business, community or sports group, personnel appointments, major event and more by submitting a news release to Miami Mirror.
More InformationSAN FRANCISCO, California: A U.S. judge has dismissed a copyright lawsuit filed by 13 authors against Meta Platforms, the company that...
DUBAI, U.A.E: Oman is set to introduce a personal income tax as part of its strategy to reduce dependency on hydrocarbon revenues....
NEW YORK, New York - U.S. President Donald Trump dropped a bombshell on Friday announcing he had terminated trade talks with Canada....
Federal officials, then-Governor of Indiana Eric Holcomb, union leaders, company representatives, and dozens of guests assembled at...
NEW YORK CITY, New York: New York City's financial markets reacted sharply this week as shares of local banks and real estate investment...
SEATTLE, Washington: U.S. coffee company Starbucks has said it is not planning to sell all of its business in China, even though a...
CAPE CANAVERAL, Florida: In a landmark flight for three nations and a veteran U.S. spacefarer, a four-member astronaut crew launched...
WASHINGTON, D.C.: In a striking escalation of tensions between the executive and judicial branches, the Trump administration has filed...
BANGKOK, Thailand: This week, Thailand implemented land border restrictions, including a ban on tourists traveling to Cambodia, as...
THE HAGUE, Netherlands: NATO is pressing ahead with a sweeping new defense spending target, calling on all 32 member nations to commit...
NEW YORK, U.S.: A political newcomer is on the verge of reshaping New York City politics. Zohran Mamdani, a 33-year-old state assemblyman...
MADISON, Wisconsin: Tens of millions of residents across the Midwest and East Coast faced dangerously high temperatures over the weekend...