Cory Berceau

Cory Berceau is Assistant Vice President (AVP) Portfolio Manager at Whittier Trust Company, based in San Francisco, CA. In this role, he manages diversified investment portfolios for high-net-worth individuals and families, delivering strategic asset allocation and tailored investment solutions within the framework of the firm's comprehensive wealth management services.

Previously, Cory was an Equity Research and Trading Associate at Martin Investment Management, LLC, where he gained significant experience in evaluating public equities and executing trades across multiple asset classes, focusing on equities as well as multi-asset strategies. His early experience at Ameriprise Financial Services, Inc. as an Assistant Financial Planner provided a foundation in personalized financial planning and client relationship management.

Cory holds a Bachelor of Arts in Economics from the University of Wisconsin-Madison and is a CFA® charterholder. His expertise encompasses portfolio construction, equity analysis, and client-focused investment strategies, with a particular emphasis on multi-asset portfolios for wealthy individuals and family offices in the Northern California region.