![Kevin Whelan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Kevin P.
Whelan, CFA MBA, is a Principal, President & Chief Executive Officer at Opus Capital Group LLC.
He is responsible for client service and portfolio management.
He has over 25 years of investment experience.
He is a past President of the CFA Society of Cincinnati and is the Former Chair of the Xavier University Finance Board of Executive Advisors.
Additionally, he has been named an Executive Professor of Finance at Xavier University.
Mr. Whelan is a CFA Charterholder, member of the CFA Institute and the CFA Society of Cincinnati.
He graduated with a finance degree and earned his MBA in Corporate Finance and Investments from the University of Kentucky.
Postes actifs de Kevin Whelan
| Sociétés | Poste | Début |
|---|---|---|
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group utilizes an asset allocation strategy which they implement through investments in mutual funds, exchange-traded funds and sometimes individual securities, in separately managed accounts. Their Wealth Management product consists of investment advisory services based on an evaluation of each client’s investment objectives, as determined through meetings between Opus and the client and/or through an evaluation of instructions or documents made available to Opus. | Directeur Général | 01/01/2025 |
Formation de Kevin Whelan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group utilizes an asset allocation strategy which they implement through investments in mutual funds, exchange-traded funds and sometimes individual securities, in separately managed accounts. Their Wealth Management product consists of investment advisory services based on an evaluation of each client’s investment objectives, as determined through meetings between Opus and the client and/or through an evaluation of instructions or documents made available to Opus. | Finance |
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
