CoverProfile

Chris Whalen

Portfolio Manager

Evermay Wealth Management

United States, New Jersey, Colts Neck

About Me

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. 

View more

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

Profile Photo
Elizabeth Larson
Senior Wealth Advisor & Principal
Profile Photo
Eric Schaefer
Senior Wealth Advisor & Principal
JE
John Edwards
Senior Portfolio Manager
Profile Photo
Damon White
Chief Operating Officer and Co-Founder - Evermay Wealth Management

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc