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Chief Investment Officer, Group Managing Director, Elected Manager · Metropolitan West Asset Management LLC

Bryan T. Whalen

CRD 2779822 · Named on Form ADV at one SEC-registered adviser

At a glance

Metropolitan West Asset Management LLC, an SEC-registered asset manager based in LOS Angeles, CA with $78.5 billion in regulatory assets, lists Bryan T. Whalen on its Form ADV as Chief Investment Officer, Group Managing Director, Elected Manager, a control person.

Firms and roles

AtlasMembers

Bryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Marc I. SternChairman, Elected Manager, Metropolitan West Asset Management LLC
  • Richard M. VillaManager, Executive Vice President, Chief Financial Officer, Elected Manager, Metropolitan West Asset Management LLC
  • Kathryn A. KochPresident and Chief Executive Officer, Elected Manager, Metropolitan West Asset Management LLC
  • Andrew J. BowdenManager, Executive Vice President, General Counsel, Secretary, Elected Manager, Metropolitan West Asset Management LLC
  • Melissa L. StolfiExecutive Vice President, Global Chief Operating Officer, Elected Manager, Metropolitan West Asset Management LLC

2 more people named with Bryan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.