IRVINE, Calif. (PRWEB) December 16, 2020
Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high net worth individuals is pleased to announce that Shane Whippo, CFA has joined Alpha Cubed Investments as a Portfolio Associate.
Prior to joining Alpha Cubed, Shane was most recently an Investment Manager for Whippo Asset Management LLC, where he conducted fundamental and technical analysis with a focus primarily on U.S. equities. Shane had previously served as an Analyst at Research Affiliates, conducting performance analysis for U.S., developed international, and emerging market equities and producing quarterly strategy commentary.
Shane graduated Magna Cum Laude from the University of California, Irvine with a bachelor’s degree in business administration and is a CFA® charterholder. While studying at UCI, he gained experience as a Cleantech Researcher with Roth Capital Partners, where he was responsible for researching small-cap publicly traded companies, analyzing industry trends, and developing financial models by forecasting company business models and capital needs. Shane also has a strong interest in programming and artificial intelligence, which are skills that he applies to the position to improve results and increase efficiency.
When not working, Shane enjoys spending time with friends, practicing yoga, and following the New Orleans Saints.
“We are excited to add Shane Whippo to our investment management team. His experience analyzing securities and managing portfolios will immediately augment our team of talented portfolio managers. We look forward to his contributions to the process."
Todd Walsh CEO, Alpha Cubed Investments
About Alpha Cubed Investments: Alpha Cubed Investments is a Registered Investment Adviser serving clients throughout the U.S. We manage assets for high net worth individuals and institutions. Our objective at Alpha Cubed Investments is to protect investor capital using our 3-step investment process with the goal of managing risk and generating long-term investment returns including income and capital gains. We offer personalized services to meet each client's financial goals. Alpha Cubed Investments offers custom portfolio management across the risk and return spectrum. For more information, please visit http://www.alphacubedinvestments.com.
Services offered through Alpha Cubed Investments, LLC, a Registered Investment Adviser. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ACI unless a client service agreement is in place.