Home » About

Who We Are

"We maintain the highest ethical standards in our interaction with each client, and we practice personal and intellectual integrity."

Michael Whitney is a portfolio manager and has concentrated on investment research in his 29 year financial career. He joined us at the beginning of 2004 from Investors Bank & Trust Co. where he was a senior financial analyst in corporate strategy.

He previously worked as a sell-side research analyst at Tucker Anthony Capital Markets and Advest, Inc. He also spent time in two large financial institutions engaged in fund accounting, business analysis and portfolio administration.

Michael graduated from North Adams State College in 1989 with a BA in History and from Boston University in 1995 with an MBA, concentrating in finance. He achieved his Chartered Financial Analyst designation in 1999.