Sam Kendrick

Vice President, Portfolio Manager

Pasadena, CA

Sam Kendrick is a Vice President, Portfolio Manager with Whittier Trust, serving in the Pasadena, CA office. He advises clients on how to optimize risk-adjusted returns, after taxes, for each of their unique circumstances. For Whittier Trust’s core equity strategies, Sam covers the Consumer Discretionary and Energy sectors. He is also a portfolio manager on Whittier Trust’s Small and Mid-cap strategies and a member of the Investment Committee at Whittier Trust.

Prior to joining Whittier Trust, Sam worked as an equity research analyst at Thornburg Investment Management. Before his career in finance, he wrote and developed TV pilots for sitcom producer Michael Borkow.

Sam received his MBA from UCLA Business School with an emphasis in Finance. He is a CFA charter holder and member of the CFA Society of Los Angeles. Sam earned his bachelor’s degree at Yale University.