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Storey Whalen

Director, Fund Finance at EverBank

Storey Whalen is a Director of Fund Finance at EverBank, joining the bank's newly launched Fund Finance division in 2023.13 She brings seven years of experience in fund finance, specializing in supporting global large-cap sponsors as well as emerging and middle market firms.3

Prior to joining EverBank, Whalen served as a Senior Director at First Republic Bank.3 Her expertise lies in providing fund-level financing solutions to alternative asset managers and the private capital community.3

Whalen's move to EverBank was part of a significant expansion of the bank's Fund Finance division. She was one of five experienced hires brought on board to strengthen EverBank's capabilities in this area, joining the team led by industry veterans Jeff Johnston and Mike Mascia.3

At EverBank, Whalen is part of a team focused on delivering a range of financing solutions to fund managers, including subscription credit facilities, hybrid and NAV loans, management company facilities, and other bespoke financings.2 The division aims to provide tailored solutions with exceptional service to help clients maximize their performance and efficiency.3

Whalen holds a degree from Dalhousie University.4 Her LinkedIn profile, under the username storeywhalen, reflects her current position at EverBank and her background in private equity finance.45

Highlights

Jun 3 · linkedin

Happy June! If I’ve been rather silent, or absent from industry events, James Whalen and I have been a little preoccupied cherishing parental leave with this guy. I’m officially back in the saddle now and so excited to get caught up with you all! Special thanks to Jeff Johnston and Michael Mascia for their support and wise words these last few months.

The EverBank Fund Finance team has been absolutely crushing it over the last 3 quarters; we’ve surpassed $2.0bn in loan commitments to over 20 sponsors. I am so energized about the opportunity ahead for us. Reach out and let’s chat about how we may be able to support you!

Oct 24 · linkedin

Incredibly excited, energized, and optimistic about everything we're building -- including this Dream Team! #EverBank #FundFinance

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Storey Whalen
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Location

Greater Boston