![Margaret M. 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>)
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 Provides home construction and development services | Directeur/Membre du Conseil | 06/09/2017 |
Housing Innovation Alliance LLC
 Housing Innovation Alliance LLC HomebuildingConsumer Durables Designs and constructs home buildings | Directeur/Membre du Conseil | 01/01/2018 |
Whelan Advisory LLC
 Whelan Advisory LLC Investment Banks/BrokersFinance Provides investment banking and financial advisory services | 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 JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Corporate Officer/Principal | 01/01/2013 |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/04/2007 |
Formation de Margaret M. Whelan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
15
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 15 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
University College Dublin
 University College Dublin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mattamy Homes Ltd.
Mattamy Homes Ltd. HomebuildingConsumer Durables Provides home construction and development services | Consumer Durables |
Tricon Residential, Inc.
 Tricon Residential, Inc. Real Estate DevelopmentFinance Owns and operates & develops multi-family apartments | Finance |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance Provides investment banking services | Finance |
TopBuild Corp.
 TopBuild Corp. Engineering & ConstructionIndustrial Services Installs and distributes insulation & other building material products | Industrial Services |
Whelan Advisory Services LLC | |
PropTech Acquisition Corp.
 PropTech Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Whelan Advisory LLC
Whelan Advisory LLC Investment Banks/BrokersFinance Provides investment banking and financial advisory services | Finance |
Proptech Investment Corp. II
 Proptech Investment Corp. II Financial ConglomeratesFinance Operates as a blank check company | Finance |
Porch Group, Inc.
 Porch Group, Inc. Property/Casualty InsuranceFinance Provides home owners insurance and warranty premium & vertical software solutions for inspection, title insurance and mortgage | Finance |
Housing Innovation Alliance LLC
Housing Innovation Alliance LLC HomebuildingConsumer Durables Designs and constructs home buildings | Consumer Durables |
