
Hal Whalen
Senior Investment Consultant | Mid-Atlantic Region
Hal Whalen is a senior investment consultant for Thornburg Investment Management. He covers the Mid-Atlantic region, including MD, DC, VA, DE and WV. Before joining Thornburg in 2020, Hal worked as a vice president and managing regional director in the Chesapeake region and as a regional director in Los Angeles for Natixis Investment Managers. Prior to Natixis, Hal worked as an investment consultant at Eaton Vance.
Hal is currently registered with FINRA with a Series 6, 7, 63 and 65. He earned a BA in economics from the University of Vermont in 2002.
Insights

Retiring Retirement – Longevity Planning Outcomes

Vision Mission and Values

Three Overlooked Rewards of Living Longer Lives

Actively Managed. Structured for Excellence

When It Comes to Investment Advice, Humans Beat Computers

Dividend-Paying Stocks: The Investor’s Swiss Army Knife

How to Overcome the “Money” Problem of Funding College

Bank Loan Funds: Benefits and Risks

Exchange Traded Funds (ETFs) Carry Overlooked Costs

Robust Portfolio Construction Essential for Various Markets

Thornburg Signs the Principles for Responsible Investment

American Depositary Receipts (ADRs) & Foreign Currency Risks

Tough Sledding in Multisector Bond Investing? It Depends on the Team.

China Leads the Disruptive Mobile Payment Technology Trend

Want to Improve Your Business Development Results as an Advisor?

Managing Legacy Wealth Is Good for Business and Clients

Reinventing Your Business

The Case for Real Teaming

Planning for Inadequate Social Security Benefits
