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Ms. Maher serves as Government Portfolio Advisor’s Client Relationship Manager. She has overall responsibility for accounting and administration for GPA. She is responsible for operational support to the portfolio advisors including portfolio maintenance, performance reporting, trade execution and trade processing. She works closely with the Senior Advisors of GPA on the development of client presentations, the development of performance analytics, compliance regulatory requirements, client correspondence 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.
Prior to 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 portfolio reporting, portfolio strategy overview, accounting and client correspondence.
Ms. Maher holds Series 7 and 66 licenses from the Financial Industry Regulatory Authority (FINRA). She has been an Investment Advisory Representative since 2010. In May of 2016, Ms. Maher was awarded the Investment Foundations Certificate by CFA Institute.