![Shane D.L. Whippo](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Shane D.L. Whippo
Analyst-Equity at Alpha Cubed Investments LLC
Profile
Mr. Shane D.
Whippo, CFA, is a Associate Portfolio Manager at Alpha Cubed Investments LLC.
Prior to joining Alpha Cubed, he 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.
He 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.
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.
He graduated Magna Cum Laude from the University of California, Irvine with a bachelor’s degree in business administration and is a CFA charterholder.
Shane D.L. Whippo active positions
Companies | Position | Start |
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Alpha Cubed Investments LLC
![]() Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Analyst-Equity | 31/12/2019 |
Training of Shane D.L. Whippo
University of California, Irvine | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Alpha Cubed Investments LLC
![]() Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds). | Finance |
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