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
More profiles to browse
Elizabeth Larson
Senior Wealth Advisor & Principal
Mitchel (Mitch) Schlesinger
Chief Investment Strategist, Senior Portfolio Manager
JF
James Ferguson
Investment Manager
Ross Loomis
Principal & Director of Research and Trading
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale