Chris is a Portfolio Manager working with Evermay’s Advisors, helping monitor that Client Portfolios align with their target objectives. Prior to joining Evermay, Chris managed Portfolio Trading Desks at several Wall Street firms including: Liquidnet, Maxim, Cantor Fitzgerald, and Jefferies. Throughout his career, his focus has been on utilizing technology to enhance trading, portfolio analytics, transaction cost analysis, and best execution for institutional clients. Chris began his career as a hedge fund trader specializing in arbitrage trading currencies, commodities, and equities. Chris has a Bachelor’s degree in Economics from the University of Illinois. 
Chris Whalen
Portfolio Manager
Evermay Wealth Management
United States, New Jersey, Colts Neck
About Me
Profile Information
Portfolio Manager
Evermay Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Colts Neck
New Jersey
United States
Aug 6, 2024
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