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Biography

Mr. Whalen is a Partner in the El Segundo office. Within Cerity Partners’ institutional investment consulting practice, he is primarily responsible for providing strategic investment advice to help ensure clients meet their long‐term investment objectives.

Prior to joining Cerity Partners, Mr. Whalen served as Executive Managing Director at Verus, a leading institutional investment advisory firm that merged with Cerity Partners in 2026. Previously, Mr. Whalen built a distinguished career in management consulting at McKinsey & Company and Ernst & Young. Mr. Whalen has extensive experience working with multiple stakeholders across industries, where he has honed his ability to foster effective decision‐making in challenging environments.

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Education

  • Bachelor of arts degree (BA) in economics from Wake Forest University
  • Master's degree in business administration (MBA) from the University of Southern California Marshall School

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.