Who We Are

Our Team

MICHAEL J. WHALEN

PRESIDENT & FOUNDER [email protected]

Michael Whalen founded Sabre Asset Management in June 2017 after managing investment portfolios and providing financial advice for over 20 years.

Prior to founding Sabre Asset, Mr. Whalen spent many years developing his financial expertise.  He spent nine years at Morgan Stanley and then twelve more years at Raymond James, managing portfolios, & conducting equity research.

Michael holds a Bachelor of Science in Business Administration from John Carroll University, Cleveland, OH.  He has passed the series 63, 65 & series 7 exams and holds an Ohio insurance license.

Mr. Whalen is passionate about being an expert in the field of wealth management for individuals, trusts and organizations.  He spends much of his free time maintaining his expertise by researching investments, studying the markets, and attending financial seminars and lectures.

When he’s not working on behalf of his clients, he devotes his attention to his wife and three children.

CONNIE HORRIGAN

OFFICE MANAGER AND ASSISTANT [email protected]

Connie is Mr. Whalen’s assistant and office manager She has worked for Mr. Whalen since he founded Sabre Asset in 2017.

Ms. Horrigan holds a Bachelor of Arts in Economics from The Ohio State University as well as a JD from The Michael E. Moritz College of Law, The Ohio State University.

Sabre Asset Management LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its “Firm Brochure”, (Form ADV, Part 2A). A copy of this Brochure may be received by contacting the company at: 29525 Chagrin Blvd., Suite 302, Pepper Pike, OH 44122, Phone: (216) 245-6622.  

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