Margaret M. Whelan
Directeur Général chez Whelan Advisory Services LLC
Profil
Margaret M.
Whelan is the founder of Whelan Advisory Services LLC and Whelan Advisory LLC, both founded in 2014.
She is currently a Director at Mattamy Homes Ltd.
and Housing Innovation Alliance LLC.
Ms. Whelan's former jobs include being an Associate Director at UBS Securities LLC, an Independent Director at TopBuild Corp., PropTech Acquisition Corp., and Proptech Investment Corp.
II, an Analyst at Merrill Lynch & Co., Inc. and Merrill Lynch Investment Managers, Inc., MD-Real Estate & Lodging Investment Banking Group at JPMorgan Investment Management, Inc., and MD-Builder & Building Products Equity Analyst at UBS Investment Bank (US).
Ms. Whelan received an undergraduate degree from University College Dublin.
Postes actifs de Margaret M. Whelan
| Sociétés | Poste | Début |
|---|---|---|
| Whelan Advisory Services LLC | Directeur Général | 01/11/2014 |
Mattamy Homes Ltd.
 Mattamy Homes Ltd. HomebuildingConsumer Durables Mattamy Homes Ltd. engages in the provision of new home construction and development services. It offers personalized homes, home financing, and homeowner support. The company was founded by Peter E. Gilgan in 1978 and is headquartered in Toronto, Canada. | Directeur/Membre du Conseil | 06/09/2017 |
| Housing Innovation Alliance LLC | Directeur/Membre du Conseil | 01/01/2018 |
Whelan Advisory LLC
 Whelan Advisory LLC Investment Banks/BrokersFinance Whelan Advisory LLC provides investment banking and financial advisory services. The private company is based in Brooklyn, NY. The company was founded in 2014 by Margaret M. Whelan. Margaret M. Whelan has been the CEO since 2014. | Directeur Général | 01/01/2014 |
Anciens postes connus de Margaret M. Whelan
| Sociétés | Poste | Fin |
|---|---|---|
| PORCH GROUP, INC. | Directeur/Membre du Conseil | 12/08/2021 |
| TOPBUILD CORP. | Directeur/Membre du Conseil | 01/05/2019 |
| TRICON CAPITAL GROUP | Directeur Financier/CFO | 18/11/2014 |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | 01/01/2013 |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 30/04/2007 |
Formation de Margaret M. Whelan
| University College Dublin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| PORCH GROUP, INC. | Technology Services |
| TOPBUILD CORP. | Industrial Services |
| Entreprise privées | 12 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Mattamy Homes Ltd.
Mattamy Homes Ltd. HomebuildingConsumer Durables Mattamy Homes Ltd. engages in the provision of new home construction and development services. It offers personalized homes, home financing, and homeowner support. The company was founded by Peter E. Gilgan in 1978 and is headquartered in Toronto, Canada. | Consumer Durables |
Tricon Residential, Inc.
 Tricon Residential, Inc. Real Estate DevelopmentFinance Tricon Residential, Inc. is a residential real estate investment company, which engages in renting homes and apartments. It operates through the following business segments: Single-Family Rental, Adjacent Businesses, Private Funds and Advisory and Corporate. The Single-Family Rental Business segment owns and operates single family rental homes. The Private Funds and Advisory segment provide asset management, property management, and development management services. The Corporate segment includes providing support functions in the areas of accounting, treasury, credit management, information technology, legal, and human resources. The company was founded by Geoffrey Matus and David Berman on June 3, 1988 and is headquartered in Toronto, Canada. | Finance |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
| Whelan Advisory Services LLC | |
PropTech Acquisition Corp.
 PropTech Acquisition Corp. Financial ConglomeratesFinance PropTech Acquisition Corp. operates as a blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination. PropTech was founded on July 31, 2019 and is headquartered in Wilson, WY. | Finance |
Whelan Advisory LLC
Whelan Advisory LLC Investment Banks/BrokersFinance Whelan Advisory LLC provides investment banking and financial advisory services. The private company is based in Brooklyn, NY. The company was founded in 2014 by Margaret M. Whelan. Margaret M. Whelan has been the CEO since 2014. | Finance |
Proptech Investment Corp. II
 Proptech Investment Corp. II Financial ConglomeratesFinance Proptech Investment Corp. II operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on August 6, 2020 and is headquartered in Wilson, WY. | Finance |
| Housing Innovation Alliance LLC |
