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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. 

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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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