Shane D.L. Whippo
Analyst-Equity bij Alpha Cubed Investments LLC
Profiel
Mr. Shane D.
Whippo, CFA, is a Associate Portfolio Manager at Alpha Cubed Investments LLC.
Prior to joining Alpha Cubed, he was most recently an Investment Manager for Whippo Asset Management LLC, where he conducted fundamental and technical analysis with a focus primarily on U.S.
equities.
He had previously served as an Analyst at Research Affiliates, conducting performance analysis for U.S., developed international, and emerging market equities and producing quarterly strategy commentary.
He gained experience as a Cleantech Researcher with Roth Capital Partners, where he was responsible for researching small-cap publicly traded companies, analyzing industry trends, and developing financial models by forecasting company business models and capital needs.
He graduated Magna Cum Laude from the University of California, Irvine with a bachelor’s degree in business administration and is a CFA charterholder.
Actieve functies van Shane D.L. Whippo
Bedrijven | Functie | Begin |
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Alpha Cubed Investments LLC
Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Analyst-Equity | 01-01-2020 |
Opleiding van Shane D.L. Whippo
University of California, Irvine | Undergraduate Degree |
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Alpha Cubed Investments LLC
Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Finance |