Quinn Whitaker, CFA® He specializes in the implementation of Tax Advantaged Equity and Quantitative Factor strategies. Prior to joining the Global Equity team in 2017, Quinn was a Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management where he managed investment portfolios for high-net-worth individuals and institutional clients. Quinn received a B.S. in Finance and Accounting from Indiana University. Quinn is a CFA charterholder and a member of the CFA Society of Chicago and the CFA Institute.
