John C. Whaley, Cfa

John C. Whaley, Cfa Email and Phone Number

Co-Founder | CEO of BeManaged @ BeManaged
grand rapids, michigan, united states
John C. Whaley, Cfa's Location
Grand Rapids, Michigan, United States, United States
John C. Whaley, Cfa's Contact Details
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.

John C. Whaley, Cfa's Current Company Details
BeManaged

Bemanaged

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Co-Founder | CEO of BeManaged
grand rapids, michigan, united states
Website:
bemanaged.com
Employees:
9
John C. Whaley, Cfa Work Experience Details
  • Self-Employed
    Partner
    Self-Employed Feb 2006 - Present
    United States
  • Bemanaged
    Co-Founder | Ceo
    Bemanaged Feb 2006 - Present
    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.
    View
  • Grand Valley State University
    Instructor
    Grand Valley State University Aug 2010 - Apr 2015
    Instructor - Investment Analysis and Portfolio Management
    View
  • Straightline Advisors
    Vp Of Research
    Straightline Advisors Dec 2003 - Feb 2006
  • Morison Asset Management
    Portfolio Manager
    Morison Asset Management 1987 - 1989

John C. Whaley, Cfa Skills

Microsoft Excel Powerpoint Event Planning Microsoft Office Fundraising Social Media Research Customer Service Public Speaking Microsoft Word Social Media Marketing Access Legal Research Data Analysis Marketing Time Management Event Management Sales Teamwork Editing Leadership Accounting Advertising

John C. Whaley, Cfa Education Details

Frequently Asked Questions about John C. Whaley, Cfa

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 the current company?

John C. Whaley, Cfa's current role is Co-Founder | CEO of BeManaged.

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

John C. Whaley, Cfa's email address is jo****@****ail.com

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

John C. Whaley, Cfa's direct phone number is +161682*****

What schools did John C. Whaley, Cfa attend?

John C. Whaley, Cfa attended University Of Detroit Mercy, Michigan State University.

What are some of John C. Whaley, Cfa's interests?

John C. Whaley, Cfa has interest in Social Advice, Physics, Economics, Sports, Books, Business, History, Health, Children, Education.

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

John C. Whaley, Cfa has skills like Microsoft Excel, Powerpoint, Event Planning, Microsoft Office, Fundraising, Social Media, Research, Customer Service, Public Speaking, Microsoft Word, Social Media Marketing, Access.

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

John C. Whaley, Cfa's colleagues are Jonathon Whaley, Esq., Johnny Saade, Kris Wilson, Sharon Whaley, Tom Bryson, Jay Jandasek, Cfa, Heidy C.c.

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