CoverProfile

Michael Whitney

Partner, Director of Research & Portfolio Manager

NBW Capital

United States, Massachusetts, Hull

About Me

Generalist investment analyst that focuses on Multicapitalization total return portfolio management Specialties: Equity Investment Research Fixed Income Investing Portfolio Management

Profile Information

Partner, Director of Research & Portfolio Manager

NBW Capital

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Hull

Massachusetts

United States

Aug 14, 2024

Work Experience

NBW Capital

Partner, Director of Research & Portfolio Manager
Nov 2014 - Present
Email: mwhitney@nbwcapital.com

More profiles to browse

Profile Photo
Ben Niedermeyer
Chief Investment Officer & Senior Partner
CM
Christopher M. Blakely
Partner, Chief Operating Officer & Portfolio Manager
Profile Photo
Sean Fitzgibbon
Partner and Portfolio Manager

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University