John Genco

Portfolio Manager-Equities at

WhaleRock Point Partners LLC

Finance

Consumer Services

Profile

Mr. John P.
Genco, CFA, is a Portfolio Manager at WhaleRock Point Partners LLC.
He joined the firm in 2018 and is responsible for asset allocation, security selection, and equity modeling.
He is also responsible for a majority of WhaleRock’s equity and fixed-income trading while also assisting in client portfolio strategy.
Prior to joining the firm, Mr. Genco was previously employed as a Junior Research Analyst & Trader by Beaumont Financial Partners LLC where he performs extensive analysis and trading in the areas of equity, fixed income, and alternative investments.
He is also a Principal by Knight Capital Group, Inc. He received a Bachelor of Arts in Economics from Boston College.

John Genco active positions

Companies	Position	Start
WhaleRock Point Partners LLC WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock seeks maximum after-tax investment results for their clients while adhering to each client’s written investment policy. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. After developing their long-term, secular investment themes, they use a combination of fundamental and technical analysis to select individual securities that complement their top-down approach.	Portfolio Manager-Equities	2018-06-30

All active positions of John Genco

Former positions of John Genco

Companies	Position	End
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.	Analyst-Equity	2018-05-31
Knight Capital Group, Inc. Knight Capital Group, Inc. Investment Banks/BrokersFinance Provides securities services to broker dealers and institutional customers	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Knight Capital Group, Inc. Knight Capital Group, Inc. Investment Banks/BrokersFinance Provides securities services to broker dealers and institutional customers	Finance
WhaleRock Point Partners LLC WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock seeks maximum after-tax investment results for their clients while adhering to each client’s written investment policy. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. After developing their long-term, secular investment themes, they use a combination of fundamental and technical analysis to select individual securities that complement their top-down approach.	Finance
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.	Finance

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