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Michael Whitney Cfa
Director of Research & Partner at NBW Capital LLC
Investment research expert with CFA charter.
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Location
Hull, Massachusetts, United States, US
Bio
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Michael Whitney CFA is a seasoned investment professional with over 20 years of experience in research and analysis. He has held various roles in investment firms, including Director of Research & Partner at NBW Capital LLC, Director of Research & Partner at Taylor Investment Counselors, and Director of Research at Taylor Investement Advisors. He holds a CFA charter and an MBA from Boston University, and a Bachelor's degree in History from Massachusetts College of Liberal Arts.
Credentials
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Chartered Financial Analyst
CFA InstituteJan, 1998- Apr, 2026
Experience
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Director of Research & Partner
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Nov 2014 - Present
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Director of Research & Partner
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Jan 2007 - Nov 2014
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Director of Research
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2003 - 2007
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Business & Budget Analyst
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2001 - 2003
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Vice President Equity Research
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1999 - 2001
Technolgy Research Analyst
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Director, Equity Research
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1997 - 1999
Technology Investement Research Analyst
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Supervisor
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1992 - 1996
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Education
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CFA Institute
CFA -
1993 - 1996
Questrom School of Business, Boston University
MBA, Finance -
1986 - 1989
Massachusetts College of Liberal Arts
Bachelor's degree, History
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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