Professional: Ms. Maher serves as Government Portfolio Advisor’s Client Service Manager. She is responsible for managing new and existing client relationships and providing advisor support to strategy development and oversight, review and update of investment policies. She works closely with the Senior Advisors of GPA on the development of client presentations, the development of performance analytics, researching and responding to client needs, and internal budgeting. Whitney joined the fixed income team that became Government Portfolio Advisors after completing her Bachelor of Arts degree from Portland State University in Foreign Languages in 2005.
Before joining Government Portfolio Advisors in 2014, she served as Senior Registered Institutional Client Associate at Davidson Fixed Income Management in Portland, Oregon. At DFIM she assisted the fixed-income team with trade processing and support, portfolio reporting, portfolio strategy overview, accounting, and client correspondence.
Ms. Maher holds her series 66 FINRA advisory license with a GPA. She has an additional Series 7 FINRA broker/dealer license that is currently inactive. She has been an Investment Advisory Representative since 2010. In May of 2016, Ms. Maher was awarded the Investment Foundations Certificate by CFA Institute.
Licenses: Series 66 licenses from the Financial Industry Regulatory Authority (FINRA)
An Investment Advisory Representative since 2010
Investment Advisor License 2010, Awarded the Investment Foundations™ Certificate by CFA Institute, FINRA License: 66
