National Media Recognizes WhaleRock as Financial Thought Leader

PROVIDENCE, RI – WhaleRock Point Partners, LLC, a wealth management firm, has become a leading source for national and local media covering financial markets and investment topics. WhaleRock has responded to calls to share comments publicly in interviews with Reuters, Dow Jones, Debtwire (FT), the Providence Journal and Providence Business News.

WhaleRock team members have long served on non-profit boards, providing general organizational guidance and investment perspective for endowment portfolios, and have managed investments for leading private investors and family groups. Their willingness now to comment on the record is motivated by a desire to join the public policy conversation, beginning in their home state of Rhode Island, according to Managing Partner Brad Dorman. "We're gratified the media values our opinion, and we hope we can help shape better policy choices for Rhode Island, in the interests of a stronger economy here, in addition to pointing to investment issues of importance to the investment community," said Dorman.

Articles and an Op-Ed in the Providence Journal cited WhaleRock's views on the Rhode Island economy and the problem of growth. WhaleRock Portfolio Manager Robert Cusack has recently been featured in Debtwire discussing the municipal bond market and the financial future of the City of Providence, and by Dow Jones on the city's recent $40 million bond issue. He also appeared on "Executive Suite" with Ted Nesi on WPRI to discuss the potential sale of Citizens Bank by RBS and WhaleRock's investment outlook. Last week Cusack spoke before a group of national municipal market leaders at The Bond Buyer's 2nd Annual Symposium on Distressed Municipalities. Debtwire reported on his message that Rhode Island's laws have created a favorable climate for municipal bond investors, and a national model for state intervention to help local governments balance their books.

Click Here to view the video of Robert Cusack speaking on the panel at the Bond Buyer Symposium.
If you'd like to view the longer video of my presentation Click Here.

Founded in 2006 to serve the complex needs of two families with $150 million in investments, the firm now advises 40 clients nationally and over $400 million of investments directly. Its work as a financial advisor and wealth manager has been recognized as outstanding in surveys measuring client satisfaction.