Kevin Patrick Whelan
Analyst-Equity chez Opus Capital Group LLC
Profil
Mr. Kevin P.
Whelan, CFA MBA, is a Principal & Portfolio Manager at Opus Capital Group LLC.
He is responsible for research and portfolio management for Opus’ investment products.
He has more than 20 years of investment experience.
He is a member of the Tri-County Economic Development Foundation of Northern Kentucky, a member of the Business Support Committee of the St. Elizabeth Foundation, a Samaritan Society member.
He has more than 20 years of investment experience.
Mr. Whelan is a past President of the CFA Society of Cincinnati and is the Former Chair of the Xavier University Finance Board of Executive Advisors; he currently serves as the Chair of its Equity Investment Fund Committee.
Additionally, he has been named an Executive Professor of Finance at Xavier University.
He was selected as a member of the Leadership Northern Kentucky Class of 2015.
Mr. Whelan graduated with a finance degree and also earned his MBA in Corporate Finance and Investments from the University of Kentucky.
He is a CFA Charterholder, member of the CFA Institute and the CFA Society of Cincinnati.
Postes actifs de Kevin Patrick Whelan
| Sociétés | Poste | Début |
|---|---|---|
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Analyst-Equity | 01/05/2006 |
Formation de Kevin Patrick Whelan
| University of Kentucky | Masters Business Admin |
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| Entreprise privées | 1 |
|---|---|
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |
