John C. Whaley, CFA®, AIF® : Co-Founder, CEO and Chief Investment Officer

Co-Founder of BeManaged, was the Vice President and Portfolio Strategist for an investment firm in Michigan where he developed and implemented investment and customer strategies for roughly 1,700 clients totaling over $200,000,000. John has managed investment portfolios for a wide variety of personal and institutional clients, including the equity portions of retirement funds for Comerica Bank, Michigan National Bank, the Shriners’ Hospitals, and numerous Western Michigan companies. John earned the right to use the Chartered Financial Analyst designation in 1985. In addition, John has earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education. He has received formal training in investment fiduciary responsibility, and assists in BeManaged's annual CEFEX fiduciary audit. He holds degrees from Michigan State University, (B.A., Economics), and the University of Detroit (M.B.A.).

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2007 - Featured speaker regarding market outlook on Rick Bloom Radio Show

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