Liverpool OFFICE

Matthew Whelan

Matthew Whelan

Investment Manager
Role at Quilter Cheviot
The primary focus of my role is to construct and manage portfolios on behalf of individuals, trusts, charities and pensions. I provide ongoing investment reviews of these portfolios, ensuring they continue to meet client’s investment objectives and relevant risk tolerances.

Matthew graduated with a BSc (Hons) degree in Economics & Econometrics from the University of York. He is a Chartered Member of the Chartered Institute for Securities & Investment.

He began his career as a Trainee Investment Manager in 2013 and joined Quilter Cheviot to take up his current role in 2017.
Other interests
In his spare time Matthew enjoys a variety of sports, including golf and cricket.

Meet the team

Catherine Morris
Investment Director
Myles Tunstall
Investment Manager
Michael McNulty
Investment Administrator
Robert Bolger
Investment Administrator