Robert Whelan
Investment management firm NCB Capital Markets (Cayman) Ltd has appointed Robert Whelan as portfolio manager.
Whelan, a fully qualified chartered accountant and CFA Level III candidate, has experience spanning various financial services sectors. His analytical prowess and global market acumen align with the firm’s strategic approach, NCB Cayman said in a press release.
Having trained with a ‘Big Four’ accounting firm, Whelan was previously a lead audit supervisor for private hedge funds and publicly listed funds.
Tuula Jalasjaa, acting managing director of NCB Capital Markets (Cayman) Ltd said: “Robert’s exceptional skillset and customer focus make him a value-added addition to the team, and we’re looking forward to introducing him to our clients and colleagues. Robert’s experience across accountancy, audit, research, trading and portfolio construction and management is quite unique and will add considerable value to our clients”’
Whelan said, “I’m thrilled to join NCB and the fantastic, client-centric team in Grand Cayman.
“My financial analysis skills will contribute innovative solutions aligning with NCB’s esteemed reputation the pan-Caribbean region. “
Wehlan is a graduate of the University College Dublin, Quinn School of Business, specialising in accounting and finance.
