Kevin Whelan
President and CEO, Opus Capital Management
- Role
- President at Opus Capital Management
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Kevin Whelan
Opus Capital is an evidenced-based investment advisory firm driven by our overriding…
Experience
President
Dec 1998 — Present · Cincinnati, OH, US
Mr. Whelan is responsible for research and portfolio management for Opus’ investment products. Mr. Whelan has more than 18 years of investment experience. Mr. Whelan is a member of the Tri-County Economic Development Foundation of Northern Kentucky, a member of the Business Support Committee of the St. Elizabeth Foundation, a Samaritan Society member, and was selected as a member of the Leadership Northern Kentucky Class of 2015.Mr. Whelan is a past President of the CFA Society of Cincinnati and is the Former Chair of the Xavier University Finance Board of Executive Advisors; he currently serves as the Chair of its Equity Investment Fund Committee. Additionally, Mr. Whelan has been named an Executive Professor of Finance at Xavier University.Mr. Whelan is a CFA Charterholder, member of the CFA Institute and the CFA Society of Cincinnati. He graduated with a finance degree and also earned his MBA in Corporate Finance and Investments from the University of Kentucky.
Skills
- Series 63
- Hedge Funds
- Business Strategy
- Market Research
- Corporate Finance
- Customer Service
- Entrepreneurship
- Strategic Planning
- Private Equity
- Budgets
- Microsoft Office
- Series 7
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