Whelan Advisory, LLC
Founder + CEO
Margaret Whelan has been CEO of Whelan Advisory, LLC since 2014. In this role she provides strategic and financial counsel to leaders of both public and private companies in the U.S. and Canada. She is a seasoned executive and industry expert with a deep knowledge of industry drivers, players, valuation and financing alternatives. She serves on the boards of three companies: TopBuild (NYSE: BLD), privately held Mattamy Homes, and John Burns Real Estate Consulting.
Whelan was a Managing Director and senior coverage partner in the Real Estate and Lodging group within the investment bank at JPMorgan from 2007 to 2013, advising clients on strategic and capital initiatives through the housing industry’s biggest boom and subsequent downturn. From 1997 to 2007, she worked at UBS as a Managing Director and highly regarded stock analyst covering more than 30 stocks including homebuilders, manufacturers and retailers. She was also the Global Head of Housing Research. More recently, from 2013 to 2014, she ran the finance group of a fast-growth, publicly traded real estate private equity firm and, as its CFO, oversaw budgeting, financial reporting, capital raising, investor and media relations, human resources and regulatory compliance. She started her career in the equity research department at Merrill Lynch.