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
JE
John Edwards
Senior Portfolio Manager
Ross Loomis
Principal & Director of Research and Trading
Eric Schaefer
Senior Wealth Advisor & Principal
Andy Sponaugle
Senior Wealth Advisor & Principal
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc