Jeff Whitney
Analyst-Equity at GW&K Investment Management LLC
Profile
Mr. Jeffrey O.
Whitney, CFA MBA, is a Partner, Equity Portfolio Manager & Research Analyst at GW&K Investment Management LLC.
He is a Portfolio Manager for the firm's Small Cap Value Strategy and is a member of the firm's Investment Committee.
He also provides research support for the firm's other equity strategies.
As a seasoned analyst with extensive experience covering the Financials and Real Estate sectors, he identifies investment opportunities and analyzes companies with a greater focus on the small and mid cap market segments.
He is also a Research Analyst.
Prior to joining the firm, Mr. Whitney was an Assistant Portfolio Manager at ING Investment Management and a Vice President and Equity Analyst at J.P.
Morgan Fleming Asset Management.
He started his investment career in 1992 working for Dean Witter Intercapital as an Investment Management Associate.
He earned a BS in Finance from Central Connecticut State University and an MBA from Vanderbilt University.
He also earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.
Jeff Whitney active positions
| Companies | Position | Start |
|---|---|---|
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Analyst-Equity | 2004-12-31 |
Former positions of Jeff Whitney
| Companies | Position | End |
|---|---|---|
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Analyst-Equity | 2004-12-30 |
JPMorgan Fleming Asset & Wealth Management
 JPMorgan Fleming Asset & Wealth Management Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset & Wealth Management provides asset management services. The company is based in New York, NY. | Corporate Officer/Principal | 2001-12-30 |
| Dean Witter | Corporate Officer/Principal | - |
Training of Jeff Whitney
| Central Connecticut State University | Undergraduate Degree |
| Vanderbilt University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Finance |
JPMorgan Fleming Asset & Wealth Management
JPMorgan Fleming Asset & Wealth Management Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset & Wealth Management provides asset management services. The company is based in New York, NY. | Finance |
| Dean Witter | Finance |
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