Margaret Whelan has been CEO of Whelan Advisory, LLC since 2014. She provides strategic and financial counsel to leaders of both public and private companies in the U.S. and Canada. She serves on the boards of three companies: TopBuild (NYSE: BLD), privately held Mattamy Homes and John Burns Real Estate Consulting.
Whelan was a Managing Director and senior coverage partner in the Real Estate and Lodging group within the investment bank at JPMorgan from 2007-2013, advising clients on strategic and capital initiatives through the housing industry’s biggest boom and subsequent downturn. From 1997-2007, she worked at UBS as a Managing Director and highly regarded stock analyst covering more than 30 stocks including homebuilders, manufacturers and retailers. She was also the Global Head of Housing Research. More recently, from 2013-2014, she ran the finance group of a fast-growth, publicly traded real estate private equity firm and, as its CFO, oversaw budgeting, financial reporting, capital raising, investor and media relations, human resources and regulatory compliance. She started her career in the equity research department at Merrill Lynch.
Whelan lives in New York and is a native of Ireland, having graduated from the University College of Dublin in 1994 with an honors Bachelor’s Degree in Commerce. She was a member of Institutional Investor’s All-America Research Team from 2002 to 2007 and was recognized by Forbes as being amongst Wall Street’s Best Stock Pickers and Best Analysts over the same period. In 2008, she was listed among Business & Finance’s Top 50 Most Influential Irish American Business Leaders. Previously she has held licenses by FINRA with the Series 24, 86 and 87, she currently holds the Series 7, 63 and 79 licenses.