Michael H. Whitaker

Chief Compliance Officer at The North Carolina Capital Management Trust

Michael H. Whitaker

Michael H. Whitaker

Chief Compliance Officer at The North Carolina Capital Management Trust

Biography

Currently, Michael H. Whitaker holds the position of Chief Compliance Officer at Wells Fargo Income Opportunities Fund, Chief Compliance Officer for Wells Fargo Utilities & High Income Fund, Chief Compliance Officer for Wells Fargo Multi-Sector Income Fund, Chief Compliance Officer for Wells Fargo Global Dividend Opportunity Fund and Chief Compliance Officer for The North Carolina Capital Management Trust. In the past Mr. Whitaker held the position of Chief Compliance Officer & Senior Vice President at Massachusetts Financial Services Co., Compliance Officer at FMR Co., Inc., Compliance Officer for Fidelity Investments, Inc. and Compliance Officer for Fidelity Investments Money Management, Inc.

Overview
RelSci Relationships

883

Birthday

1967

Age

54

Relationships
RelSci Relationships are individuals Michael H. Whitaker likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Treasurer at Fidelity Salem Street Trust

Relationship likelihood: Strong

Secretary at Fidelity Research & Analysis Co.

Relationship likelihood: Strong

Vice President at The North Carolina Capital Management Trust

Relationship likelihood: Strong

Co-Founder at Bowles, Hollowell, Conner & Company

Relationship likelihood: Strong

President & Chief Executive Officer at Carolinas Gateway Partnership

Relationship likelihood: Average

President at C.D. Spangler Construction Co.

Relationship likelihood: Average

Relationship likelihood: Average

Anti-Money Laundering Officer at The North Carolina Capital Management Trust

Relationship likelihood: Average

Former Chief Investment Officer at FMR LLC

Relationship likelihood: Average

Chairman & Chief Executive Officer at FMR LLC

Relationship likelihood: Average

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Michael H. Whitaker
Chief Compliance Officer at The North Carolina Capital Management Trust
Career History
Chief Compliance Officer
2008 - Current

North Carolina Capital Management Trust provides trust services. It manages investment of funds for local governments and public authorities in North Carolina. The company was founded in 1982 and is headquartered in Boston, MA.

Chief Compliance Officer & Senior Vice President
2004 - 2006

MFS Investment Management employs a variety of methods to evaluate securities, including fundamental analysis and quantitative analysis. The firm offers fundamental, active and research-driven equity strategies that strive for less volatility relative to benchmarks and greater value through changing markets. Fixed income strategy offers total return focused and credit-oriented approach. Multi-Asset strategy is goal-oriented, diversified and disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection. MFS' retirement solutions are designed with a goal of maximizing growth and supporting income over a lifetime by focusing on long-term returns. MFS Blended Research is an approach to active equity management that combines the firm’s fundamental research expertise with highly systematic quantitative research.

Other Affiliations
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