Mason Carpenter Email & Phone Number
Vice President, Portfolio Manager @ Whittier Advisors
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Mason Carpenter Location
- Newport Beach, CA, US
Mason Carpenter Work
- Vice President, Portfolio Manager @ (September 2022 - Present)
- Vice President, Portfolio Manager @ (July 2021 - September 2022)
- Assistant Vice President, Investment Analyst @ (June 2018 - June 2021)
- Officer, Investment Analyst @ (January 2018 - June 2018)
- Supervisor @ (July 2016 - January 2018)
- Senior Associate @ (August 2014 - July 2016)
- Senior Analyst @ (June 2012 - August 2014)
- Associate @ FMV Opinions, Inc. (June 2011 - June 2012)
- Team Lead @ (March 2003 - June 2011)
- Information Technology @ (June 1997 - March 2003)
Mason Carpenter Education
- UC San Diego
Bachelor of Arts (Economics (with Distinction), Magna Cum Laude)
- University of Southern California
Master of Business Administration (MBA) (Finance (Honors))
Mason Carpenter Skills
- Financial Modeling
- Valuation
- Financial Analysis
- Bloomberg
- Investments
- Asset Management
- Portfolio Management
- Fixed Income
- Corporate Finance
- Finance
- Equities
- Due Diligence
- Risk Management
- Data Analysis
- Mutual Funds
- Microsoft Excel
- Bloomberg Terminal
Mason Carpenter Summary
- Mason Carpenter, based in Newport Beach, CA, US, is currently a Vice President, Portfolio Manager at Whittier Advisors. Mason Carpenter brings experience from previous roles at Whittier Trust Company and PIMCO. Mason Carpenter holds a Bachelor of Arts in Economics (with Distinction), Magna Cum Laude @ UC San Diego. With a robust skill set that includes Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments and more. Mason Carpenter has 3 emails and 2 mobile phone numbers on RocketReach.
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