John C. Whaley, Cfa
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John C. Whaley, Cfa Email & Phone Number

Partner at BeManaged
Location: Grand Rapids, Michigan, United States 5 work roles 2 schools
3 work emails found @bemanaged.com 4 phones found area 616 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 4 phones

Work email j****@bemanaged.com
Direct phone (616) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
BeManaged
Role
Partner
Location
Grand Rapids, Michigan, United States
Company size
9 employees

Who is John C. Whaley, Cfa? Overview

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Quick answer

John C. Whaley, Cfa is listed as Partner at BeManaged, a with 9 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at bemanaged.com, phone signal with area code 616, and a matched LinkedIn profile for John C. Whaley, Cfa.

John C. Whaley, Cfa previously worked as Partner at Self-Employed and Co-Founder | CEO at Bemanaged. John C. Whaley, Cfa holds Mba, Economics, Accounting from University Of Detroit Mercy.

Company email context

Email format at BeManaged

This section adds company-level context without repeating John C. Whaley, Cfa's masked contact details.

*@bemanaged.com
77% confidence

AeroLeads found 3 current-domain work email signals for John C. Whaley, Cfa. Compare company email patterns before reaching out.

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Profile bio

About John C. Whaley, Cfa

Co-Founder of BeManaged, was the Vice President and Portfolio Strategist for an investment firm in Michigan where he developed and implemented investment and customer strategies for roughly 1,700 clients totaling over $200,000,000. John has managed investment portfolios for a wide variety of personal and institutional clients, including the equity portions of retirement funds for Comerica Bank, Michigan National Bank, the Shriners’ Hospitals, and numerous Western Michigan companies. John earned the right to use the Chartered Financial Analyst designation in 1985. He has received formal training in investment fiduciary responsibility, and spearheads BeManaged's annual CEFEX fiduciary audit.

Listed skills include Microsoft Excel, Powerpoint, Event Planning, Microsoft Office, and 19 others.

Current workplace

John C. Whaley, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

BeManaged
Bemanaged
Partner
grand rapids, michigan, united states
Website
bemanaged.com
Employees
9
AeroLeads page
Company profile
View company profile Email format
5 roles · 40 years

John C. Whaley, Cfa work experience

A career timeline built from the work history available for this profile.

Partner

Current
Self-Employed

United States

Feb 2006 - Present

Co-Founder | Ceo

Bemanaged

Co-Founder of BeManaged, was the Vice President and Portfolio Strategist for an investment firm in Michigan where he developed and implemented investment and customer strategies for roughly 1,700 clients totaling over $200,000,000. John has managed investment portfolios for a wide variety of personal and institutional clients, including the equity portions of retirement funds for Comerica Bank, Michigan National Bank, the Shriners’ Hospitals, and numerous Western Michigan companies. John earned the right to use the Chartered Financial Analyst designation in 1985. He has received formal training in investment fiduciary responsibility, and spearheads Actium's annual CEFEX fiduciary audit.

Vp Of Research

Straightline Advisors
Dec 2003 - Feb 2006

Portfolio Manager

Morison Asset Management
1987 - 1989 ~2 yrs
Team & coworkers

Colleagues at BeManaged

Other employees you can reach at bemanaged.com. View company contacts for 9 employees →

JW Jonathon Whaley, Esq. Jonathon Whaley, Esq. Colleague at BemanagedGrand Rapids, Michigan, United States View → JJ Jay Jandasek, Cfa Jay Jandasek, Cfa Colleague at BemanagedGrand Rapids, Michigan, United States View → TB Tom Bryson Tom Bryson Colleague at BemanagedMuskegon, Michigan, United States View → JS Johnny Saade Johnny Saade Colleague at BemanagedLebanon View → SW Sharon Whaley Sharon Whaley Colleague at BemanagedGrand Rapids, Michigan, United States View → KW Kris Wilson Kris Wilson Colleague at BemanagedGrand Rapids, Michigan, United States View → HC Heidy C.C Heidy C.C Colleague at BemanagedGreater Västerås Metropolitan Area, Sweden View →
2 education records

John C. Whaley, Cfa education

FAQ

Frequently asked questions about John C. Whaley, Cfa

Quick answers generated from the profile data available on this page.

What company does John C. Whaley, Cfa work for?

John C. Whaley, Cfa works for BeManaged.

What is John C. Whaley, Cfa's role at BeManaged?

John C. Whaley, Cfa is listed as Partner at BeManaged.

What is John C. Whaley, Cfa's email address?

AeroLeads has found 3 work email signals at @bemanaged.com for John C. Whaley, Cfa at BeManaged.

What is John C. Whaley, Cfa's phone number?

AeroLeads has found 4 phone signal(s) with area code 616 for John C. Whaley, Cfa at BeManaged.

Where is John C. Whaley, Cfa based?

John C. Whaley, Cfa is based in Grand Rapids, Michigan, United States while working with BeManaged.

What companies has John C. Whaley, Cfa worked for?

John C. Whaley, Cfa has worked for Self-Employed, Bemanaged, Grand Valley State University, Straightline Advisors, and Morison Asset Management.

Who are John C. Whaley, Cfa's colleagues at BeManaged?

John C. Whaley, Cfa's colleagues at BeManaged include Jonathon Whaley, Esq., Jay Jandasek, Cfa, Tom Bryson, Johnny Saade, and Sharon Whaley.

How can I contact John C. Whaley, Cfa?

You can use AeroLeads to view verified contact signals for John C. Whaley, Cfa at BeManaged, including work email, phone, and LinkedIn data when available.

What schools did John C. Whaley, Cfa attend?

John C. Whaley, Cfa holds Mba, Economics, Accounting from University Of Detroit Mercy.

What skills is John C. Whaley, Cfa known for?

John C. Whaley, Cfa is listed with skills including Microsoft Excel, Powerpoint, Event Planning, Microsoft Office, Fundraising, Social Media, Research, and Customer Service.

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