Cory Berceau, CFA

AVP Portfolio Manager at Whittier Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US
Languages
  • English -

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Credentials

  • Advanced Valuation
    NYU Stern Executive Education
    Feb, 2023
    - Sep, 2024

Experience

  • Whittier Trust Company
    • United States
    • Investment Management
    • 100 - 200 Employee
    • AVP Portfolio Manager
      • Feb 2022 - Present
  • Martin Investment Management, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Manager, Equity Research Analyst
      • Mar 2019 - Feb 2022

    • Equity Research & Trading Associate
      • May 2015 - Mar 2019

    • Associate
      • Nov 2014 - May 2015

  • Ameriprise Financial Services, Inc.
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Assistant Financial Planner - Internship
      • Jun 2013 - Aug 2013

Education

  • University of Wisconsin-Madison
    Bachelor of Arts (BA), Economics
    2010 - 2014

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