Profile
Mr. David A. Dahl, CFA MBA, is a President & Chief Executive Officer at Whittier Trust Co., a Chief Executive Officer at Whittier Advisors LLC and a President at Whittier Ventures LLC.
For the past 25 years, his responsibilities have included overseeing all aspects of how Whittier Trust makes a meaningful and lasting difference in all aspects of their client’s wealth, family, and legacy.
Prior to joining Whittier in 1993, Mr. Dahl began his career as a portfolio manager with Chicago based Duff & Phelps Investment Management Company.
He earned his Bachelor’s degree from the University of San Diego and his MBA from the University of Southern California.
He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).
David A. Dahl active positions
| Companies | Position | Start |
|---|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Chief Executive Officer | 1992-12-31 |
Whittier Advisors LLC
Whittier Advisors LLC Investment ManagersFinance Provides investment advice | Chief Executive Officer | - |
Former positions of David A. Dahl
| Companies | Position | End |
|---|---|---|
Whittier Energy Corp.
Whittier Energy Corp. Contract DrillingIndustrial Services Explores oil and gas | Chairman | 2007-03-28 |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Portfolio Manager-Fixed Income | - |
Training of David A. Dahl
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Finance |
Whittier Energy Corp.
Whittier Energy Corp. Contract DrillingIndustrial Services Explores oil and gas | Industrial Services |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust designs a custom investment portfolio that enhances client's wealth by maximizing risk-adjusted, after-tax returns and perpetuating the growth of their investable assets across generations. | Finance |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Whittier Advisors LLC
Whittier Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
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