Charlie Whinery
Profile
Charles Whinery worked as an Investment Officer at Massachusetts Financial Services Co., an Assistant Vice President at GW&K Investment Management LLC, and the Head of High Yield Research at BlueBay Asset Management USA LLC.
He obtained an undergraduate degree from Middlebury College.
Former positions of Charlie Whinery
Companies | Position | End |
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Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Fixed Income | 2009-11-29 |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Portfolio Manager-Fixed Income | 2005-12-30 |
BlueBay Asset Management USA LLC
BlueBay Asset Management USA LLC Investment ManagersFinance BlueBay Asset Management USA LLC (BBAM USA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 2006 and is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY). BBAM USA provides asset management services to institutional investors and private clients. | Analyst-Fixed Income | - |
Training of Charlie Whinery
Middlebury College | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 3 |
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GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
BlueBay Asset Management USA LLC
BlueBay Asset Management USA LLC Investment ManagersFinance BlueBay Asset Management USA LLC (BBAM USA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 2006 and is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY). BBAM USA provides asset management services to institutional investors and private clients. | Finance |
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