Michael Whitney Email & Phone Number
Partner, Portfolio Manager @ WA Asset Management, LLC
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Michael Whitney Location
- Hull, MA, US
Michael Whitney Work
- Partner, Portfolio Manager @ (March 2025 - Present)
- Director of Research and Partner @ NBW Capital LLC (November 2014 - August 2025)
- Director of Research and Partner @ Taylor Investment Counselors (January 2007 - November 2014)
- Director of Research @ Taylor Investement Advisors (January 2003 - January 2007)
- Business and Budget Analyst @ (January 2001 - January 2003)
- Vice President Equity Research @ Tucker Anthony Inc (January 1999 - January 2001)
- Director, Equity Research @ (January 1997 - January 1999)
- Supervisor @ (January 1992 - January 1996)
Michael Whitney Education
- Questrom School of Business, Boston University
MBA (Finance)
1993-1996 - Massachusetts College of Liberal Arts
Bachelor's degree (History)
1986-1989 - CFA Institute
CFA
1998
Michael Whitney Skills
- APX
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Bonds
- Business Management
- Capital Markets
- Competitive Analysis
- Corporate Finance
- Cross-functional Team Leadership
- Due Diligence
- Equities
- Equity Research
- Equity Research Analysis
- Excel
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Fixed Income Analysis
- Fixed Income Portfolio Management
- Hedge Funds
- Industry Analysis
- Investment Banking
- Investment Management
- Investment Research
- Investment Strategies
- Investments
- Leadership
- Management
- Microsoft Excel
- Moxy
- Mutual Funds
- Performance Attribution
- Portfolio Management
- Research
- Securities
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Tactical Asset Allocation
- Team Building
- Team Leadership
- Trading
- Valuation
- Wealth Management
Michael Whitney Summary
- Michael Whitney, based in Hull, MA, US, is currently a Partner, Portfolio Manager at Waverly Advisors, LLC. Michael Whitney brings experience from previous roles at NBW Capital LLC, Taylor Investment Counselors, Taylor Investement Advisors and Investors Bank & Trust. Michael Whitney holds a 1993 - 1996 MBA in Finance @ Questrom School of Business, Boston University. With a robust skill set that includes APX, Alternative Investments, Asset Allocation, Asset Management, Bloomberg and more. Michael Whitney has 1 emails and 3 mobile phone numbers on RocketReach.
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Top WA Asset Management, LLC Employees
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Steven Causey
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Justin Russell
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James Lazenby
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TJ Claud
Chief Compliance Officer
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Gavin Gillison
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Brent Gunn
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Justin Snell
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Markus Sleuwen
Chief Compliance Officer
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Melanie Nichols
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