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Patrick Coyle
Vice President - Portfolio Manager at Whittier Trust Co. of Nevada Inc.
About
Patrick Coyle is Vice President and Portfolio Manager at Whittier Trust Company in Los Angeles, where he leads the firm’s International Equity strategy and oversees investment portfolios for both taxable and tax-exempt clients. As a key member of Whittier Trust’s investment team, he brings analytical depth to portfolio construction and is responsible for due diligence on external investment managers, ensuring best-in-class equity and multi-asset solutions for high-net-worth individuals, foundations, and endowments.
Coyle specializes in international equities and also contributes to strategies covering US small- and mid-cap equities. His investment work spans both public equity and multi-asset mandates, with a focus on developing differentiated portfolios for clients with diverse needs. Prior to his tenure at Whittier Trust, Coyle advised foundations, endowments, insurers, and corporate pensions at Mercer Investments in New York, and provided financial planning solutions at RBC Wealth Management.
He holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Society of Los Angeles. Patrick earned his MBA from the UCLA Anderson School of Management and holds a bachelor’s degree in Economics and Mathematics from Washington College, graduating cum laude. His routine contributions to investment strategy and manager research have strengthened Whittier Trust’s offerings in international equities and multi-asset portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Whittier Trust Company | Vice President - Portfolio Manager | May 2025 to Present | — |
| Whittier Trust Company | Assistant Vice President - Portfolio Manager | May 2023 to May 2025 | — |
| Whittier Trust Company | Assistant Vice President - Investment Analyst | Aug 2022 to May 2023 | — |
| Mercer | Investment Associate | Aug 2018 to Apr 2020 | — |
| Mercer | Investment Analyst | Aug 2016 to Jul 2018 | — |
| RBC Wealth Management | Registered Client Associate | May 2013 to Jul 2016 | — |
Education
UCLA Anderson School of Management
Master of Business Administration - MBA
2021 — 2024
Washington College
Bachelor of Arts (B.A.)
2009 — 2013
Calvert Hall College High School
2006 — 2009
Skills & Expertise
Others at Whittier Trust Co. of Nevada Inc. (20)
| Name | Role | Location |
|---|---|---|
| Chief Portfolio Manager | Newport Beach, CA , United States | |
C Calvin Lee | Fund Manager | Alhambra, CA , United States |
| Senior Portfolio Manager | Newport Beach, CA , United States | |
| Investment Associate | San Francisco, CA , United States | |
| Portfolio Manager | Los Angeles, CA , United States | |
| Investment Analyst | United States | |
J Jay Karpen | Portfolio Manager, Vice President | Reno, NV , United States |
| Northwest Regional Manager, Senior Portfolio Manager | Kirkland, WA , United States | |
| VP, Portfolio Manager | San Clemente, CA , United States | |
| Senior Portfolio Manager | Reno, NV , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| President and Chief Investment Officer | Brandywine Trust Co. | New York, NY , United States | |
| Investment Associate | Brandywine Trust Co. | New York, NY , United States | |
| Chief Portfolio Manager | Whittier Trust Co. | Newport Beach, CA , United States | |
C Calvin Lee | Fund Manager | Whittier Trust Co. | Alhambra, CA , United States |