James Whitney Email & Phone Number
Managing Director Wealth Management, Private Wealth Advisor
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James Whitney Location
- Chicago, IL, US
James Whitney Work
- Managing Director Wealth Management, Private Wealth Advisor @ Morgan Stanley Private Wealth Management (March 2016 - Present)
- Managing Director @ Credit Suisse (October 2001 - March 2016)
- Director @ Parson Consulting (January 1995 - January 2002)
- Founder and President @ Frye Louis Capital Management (January 1992 - October 2001)
James Whitney Education
- DePaul University
MBA (Finance)
1985-1986 - DePaul University
BA (Finance & Marketing)
1980-1984
James Whitney Skills
- Asset Management
- Financial Modeling
- Portfolio Management
- Investments
- Strategic Planning
James Whitney Summary
- James Whitney, based in Chicago, IL, US, is currently a Managing Director Wealth Management, Private Wealth Advisor at Morgan Stanley Private Wealth Management. James Whitney brings experience from previous roles at Credit Suisse, Parson Consulting and Frye Louis Capital Management. James Whitney holds a 1985 - 1986 MBA in Finance @ DePaul University. With a robust skill set that includes Asset Management, Financial Modeling, Portfolio Management, Investments, Strategic Planning and more. James Whitney has 1 mobile phone numbers on RocketReach.
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