Jim Whitney Email & Phone Number
Managing Director @ Graystone Consulting Morgan Stanley Wealth Management
Jim Whitney's Location
Chicago, Illinois, United States
Jim Whitney's Work
- Managing Director @ Graystone Consulting Morgan Stanley Wealth Management
- Managing Director @ Credit Suisse
- Director @ Parson Consulting
- Founder and President @ Frye Louis Capital Management
Jim Whitney's Education
- Chartered Financial Analyst
CFA
1991 - 1991 - DePaul University
MBA ( Finance)
1985 - 1986 - DePaul University
BA ( Finance & Marketing)
1980 - 1984
Jim Whitney's Skills
- Asset Management
- Financial Modeling
- Investments
- Strategic Planning
- Services
- Financial Services
- Sales
- Family Office
Jim Whitney's Summary
Jim Whitney, based in Chicago, Illinois, United States, is currently a Managing Director at Graystone Consulting Morgan Stanley Wealth Management, bringing experience from previous roles at Credit Suisse, Parson Consulting and Frye Louis Capital Management. Jim Whitney holds a 1991 - 1991 CFA @ Chartered Financial Analyst. With a robust skill set that includes Asset Management, Financial Modeling, Investments, Strategic Planning, Services and more, Jim Whitney contributes valuable insights to the industry. Jim Whitney has 1 email on RocketReach.
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