Evermay Wealth Management, LLC
Chris Whalen is an experienced portfolio manager currently at Evermay Wealth Management, LLC since March 2021. Whalen has a robust background in quantitative trading and execution strategies, having held significant roles at Liquidnet, Maxim Group, and Cantor Fitzgerald, where expertise in market analysis and client relationship management was developed. Previous positions include head trading roles at Jefferies and Morgan Stanley Investment Management, focusing on commodities and equities. Whalen began a career in finance as an analyst at Prudential, following an educational background in Economics and Engineering from the University of Illinois Urbana-Champaign.
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Evermay Wealth Management, LLC
A RICHER LIFE DEFINED. As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. COMPREHENSIVE AND TAILORED TO YOUR NEEDS. We listen and understand your financial needs, goals and expectations and measure them against your current situation; things like liquidity requirements, risk tolerance, tax situation. At the same time, we get to know you and your family, developing a relationship that is as much personal as it is business. Then we create a financial plan for you. That plan also incorporates wealth counseling, guiding you on how best to use wealth and how to handle the family dynamics that are affected by it. This comprehensive approach is how Evermay can put you on a path to a richer life. A SIMPLE CONVERSATION IS WHERE IT BEGINS. If you're looking to strengthen your family through sound wealth management, call us. Or stop by. Let's talk about your goals and your needs. When you are ready, we're here to help you start building a richer life. To learn more about Evermay and how we can help you lead a richer life, visit https://www.evermaywealth.com/ Disclaimer: https://www.evermaywealth.com/disclaimer