John Whaley, CFA
Co-Founder and CEO of BeManaged, John was the Vice President and Portfolio Strategist for an investment firm in Michigan where he developed and implemented investment and customer strategies for roughly 1,700 clients totaling over $200,000,000. John has managed investment portfolios for a wide variety of personal and institutional clients, including the equity portions of retirement funds for Comerica Bank, Michigan National Bank, the Shriners’ Hospitals, and numerous Western Michigan companies. John earned the right to use the Chartered Financial Analyst designation in 1985. In addition, John has earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education. He has received formal training in investment fiduciary responsibility, and assists in BeManaged’s annual CEFEX fiduciary audit. He holds degrees from Michigan State University, (B.A., Economics), and the University of Detroit (M.B.A.).
Chad Griffeth, AIF
Co-Founder and President of BeManaged and co-architect in the design of BeManaged and BeAdvised. Chad has become known as an advocate of fiduciary responsibility, best practices and 401(k) advice issues in the marketplace, often serving as an expert on the topic. Chad has been a featured panelist at the annual Fiduciary360, CFDD and CFMA national conferences as well as local fiduciary education events in West Michigan. He has earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education, and is a graduate of Cornell College in Mt. Vernon, IA.
As Participant Services Coordinator, Tom is directly involved in the roll out of the BeManaged suite of services to our clients. He has coordinated the on-site education and enrollment process, including group presentations and individual 1on1 consultations. Tom provides our 401(k) consultations in Spanish for our Spanish-speaking population of participants, both live in a 1-on-1 setting and via video chat online. Tom has an MBA emphasizing Financial Planning, and is a strong advocate of fiduciary best practices on behalf of 401(k) participants, with a particular desire to see high-quality investment resources made available to all 401(k) investors.
Portfolio Manager and Participant Consultant, Jay serves as part of the Research Team analyzing market conditions and individual mutual funds. As a Portfolio Manager, he helps create and implement investment strategies for our clients. Additionally, he monitors and communicates to clients their individual portfolio composition and the research team’s thoughts on the markets. As a Participant Consultant, Jay helps with onsite education and enrollment process, including group presentations and individual 1on1 consultations. Jay earned two degrees in Statistics (B.S.) and Finance (B.B.A.) from Grand Valley State University.
Sharon has over 25 years of accounting experience and over 16 years of office administration experience. She was instrumental in helping a large construction company become ISO 9002 certified. Sharon is responsible for assisting in the annual third party CEFEX audit as well as BeManaged’s internal fiduciary audit. Sharon has a BS degree in Accounting from Madonna University.