Scott Whalen, CFA, CAIA

Managing Director | Senior Consultant

Mr. Whalen is primarily responsible for providing strategic investment advice to help ensure clients meet their long‐term investment objectives. Mr. Whalen is also a Verus shareholder and sits on the Verus OCIO investment committee.

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 degree (BA) in economics from Wake Forest University and a master’s degree in business administration (MBA) from the University of Southern California Marshall School. He has earned the right to use the CFA and CAIA designations and is a member of the CFA Institute, the CFA Society of Los Angeles, and the CAIA Association.