WhaleRock Point Partners, LLC is proud to announce the addition of Robert Cusack as a Portfolio Manager. Mr. Cusack has over 30 years of experience in the financial services industry. Bob began his career in public finance investment banking at First Boston Corp. in New York City. Over the course of his finance career, Bob has managed bank and insurance company portfolios and advised a five star Morningstar municipal bond mutual fund. Prior to joining WhaleRock, Bob was Chief Investment Officer at Preferred Asset Management LLC, a private wealth advisory he co-founded in 1997. During his 12 year tenure at Preferred, he advised institutional clients and private investors on matters of investment policy, asset allocation, manager selection and strategic investments. He was more recently a Partner and CIO of Newport Investment Management.
“We feel that Bob is a great fit for WhaleRock and brings a vast array of experience to our firm in a variety of areas. As we continue to grow as a company, we will add depth in each area of capability to maintain the high standards our clients have come to expect from us.” Peter Boss – Business Development
Bob is a past trustee of a municipal pension fund and a past president of a private investment organization. He has served by gubernatorial appointment to three state commissions with financial responsibilities. He has devoted his efforts to several educational institutions and city government in East Providence, where he was an elected official. Bob is a 1977 graduate of Fordham University where he majored in Economics, and did graduate studies at the Tuck School of Business at Dartmouth.
WhaleRock Point Partners is a registered investment advisory firm based in Providence Rhode Island with clients throughout the United States. WhaleRock manages over $375 million in assets.
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