Jay Karpen
Portfolio Manager-Equities at Whittier Trust Co.
Profile
Mr. Jay F.
Karpen, CFA, is a Vice President & Portfolio Manager at Whittier Trust Co. He manages equity, fixed income, and alternative assets for high-net-worth individuals.
He also serves on the Alternatives Team where he sources, performs due diligence and advises on outside investment managers.
He was previously an Investment Manager at City of Hope where he helped oversee a $3 billion portfolio across global equities, fixed income, private equity, real assets, and hedge funds.
Before City of Hope, he was Treasurer and Manager of Alternatives at M.
Safra & Co. Inc., a multi-billion dollar single-family office in New York.
He graduated cum laude from Connecticut College with a dual major in Economics and Government.
He is a CFA charterholder.
Jay Karpen active positions
| Companies | Position | Start |
|---|---|---|
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Portfolio Manager-Equities | 31/01/2022 |
Former positions of Jay Karpen
| Companies | Position | End |
|---|---|---|
City of Hope National Cancer Institute
 City of Hope National Cancer Institute Hospital/Nursing ManagementHealth Services City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | 31/07/2018 |
Training of Jay Karpen
| Connecticut College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
City of Hope National Cancer Institute
City of Hope National Cancer Institute Hospital/Nursing ManagementHealth Services City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA. | Health Services |
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