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Caleb Silsby

Caleb Silsby

Chief Portfolio Manager at Whittier Trust Co.

Newport Beach, CA , United States

About

Caleb Silsby serves as Executive Vice President and Chief Portfolio Manager at Whittier Trust Company, based in Newport Beach, California. In this leadership role, he oversees the firm's portfolio management strategies and risk management processes, guiding clients through complex market cycles and developing tailored investment solutions for high-net-worth families and foundations.

Silsby is recognized for his expertise in equity and fixed income investing, with a particular focus on high-quality companies, multi-asset portfolio construction, and risk mitigation across diverse market environments. He co-manages Whittier Trust’s fixed income team and is known for his calculated approach to balancing risk and return, incorporating rigorous research and long-term investment strategies spanning stocks, bonds, and currencies.

With a career at Whittier Trust since 2006 and extensive leadership experience, Silsby holds a Master of Business Administration from the University of Southern California and a Bachelor of Arts in Economics from St. Mary's College of Maryland. He is a CFA charterholder, noted for his contributions in portfolio risk management and for helping clients achieve resilient, compounding wealth through thoughtful asset allocation and forward-looking investment insights.

Career History

OrganizationRoleDate RangeDetails
Whittier Trust CompanyChief Portfolio ManagerSep 2006 to Present

Education

University of Southern California

Master Of Business Administration

2008 2011

University of Southern California

2009 2010

St. Mary's College of Maryland

Bachelor Of Arts, Economics

1999 2003

Skills & Expertise

Series 63
Microsoft Excel
Risk Management
Corporate Finance
Research
Private Equity
Hedge Funds
Strategic Financial
Capital Markets
Sales
Financial Modeling
Investment Strategies
Mergers and Acquisitions
Investment Management
Trading
Management
Asset Managment
Asset Management
Real Estate Economics
Investment Advisory
Investment Banking
Financial Structuring
Venture Capital
Valuation
Financial Analysis
Equities
Alternative Investments
Investments
Mutual Funds
Securities
Business Strategy
Derivatives
Equity Research
Fixed Income
Wealth Management
Portfolio Management
Private Banking
Asset Allocation
Bloomberg
Strategic Financial Planning
Due Diligence
Customer Service
Finance
Accounting

Others at Whittier Trust Co. (20)

NameRoleLocation
C
Calvin Lee
Fund ManagerAlhambra, CA , United States
David Ronco
David Ronco
Senior Portfolio ManagerNewport Beach, CA , United States
Derek Galvan
Derek Galvan
Investment AssociateSan Francisco, CA , United States
Eric Derrington
Eric Derrington
Portfolio ManagerLos Angeles, CA , United States
Jackson Vena
Jackson Vena
Investment AnalystUnited States
J
Jay Karpen
Portfolio Manager, Vice PresidentReno, NV , United States
Nick Momyer
Nick Momyer
Northwest Regional Manager, Senior Portfolio ManagerKirkland, WA , United States
Nielsen Fields
Nielsen Fields
VP, Portfolio ManagerSan Clemente, CA , United States
Robert Levy
Robert Levy
Senior Portfolio ManagerReno, NV , United States
Sean Kraus
Sean Kraus
Senior Vice President, Senior Portfolio ManagerSouth Pasadena, CA , United States
Showing 1-10 of 20 team members

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