Shane D.L. Whippo

Shane D.L. Whippo

Analyst-Equity at Alpha Cubed Investments LLC

Finance
Consumer Services

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

CompaniesPositionStart
Analyst-Equity 31/12/2019
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Training of Shane D.L. Whippo

University of California, Irvine Undergraduate Degree

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Private companies

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63

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2

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