ABOUT VERUS

Scott Whalen

Leadership

Mr. Scott Whalen, CFA

Mr. Scott Whalen, CFA

Executive Managing Director

Mr. Whalen is primarily responsible for providing strategic investment advice to ensure clients meet their long‐term investment objectives. Mr. Whalen is also a Verus shareholder and a key member of the Verus leadership team, overseeing the firm’s consulting staff.

Prior to joining Verus in 2002, Mr. Whalen built a distinguished career in management consulting at McKinsey & Company and Ernst & Young, where he led corporate and public sector institutions to increase efficiency and improve operational performance. 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.

Mr. Whalen is a recognized speaker at industry conferences, where he has presented on a broad range of topics including asset allocation, alternative investing, manager oversight, attaining operational efficiencies in investment programs, the challenges and potential benefits of dynamic asset allocation, and the importance of maintaining a long‐term perspective.

Mr. Whalen received a bachelor of arts (BA) in economics from Wake Forest University and a master’s degree in business administration (MBA) from the University of Southern California. He is a CFA charter holder (Chartered Financial Analyst) and is a member of the CFA Institute and the CFA Society of Los Angeles.