Joseph Whalen founded Whalen Insurance in 1961. His son, Peter, joined him in 1982 and today serves as the agency’s President. Over the years, they have assembled a great team of insurance professionals. Together, they have a combined 200 years of experience helping people in Hampshire, Hampden, and Franklin counties . Their office has been located at 71 King Street in Downtown Northampton for over 30 years, and they plan to be there for many more.
Insurance is a critical purchase. Learning more about your individual needs and preferences enables them to recommend the coverage, and an insurance company, that is appropriate for the risks you face. Whalen Insurance provides home, business and auto coverage and they represent several companies in order to offer their clients many options.
Select Equity Group Foundation
A critical thread in the fabric of the Firm is the Select Equity Group Foundation. The mission of the Foundation is to make a positive impact by actively engaging all employees in identifying and supporting charitable organizations of excellence. Our primary grantmaking program has been 100% democratic and inclusive since the Foundation was established in 2000 when the Firm had only six full-time employees. Today, our annual grantmaking process is more personal and diligent than ever. The breadth of our philanthropic portfolio reflects the diverse interests of our employee base, while the quality of our chosen grantees reflects our rigorous research process, including an application by invitation, site visits and discussions with leadership before an award can be considered. We strive to align our philanthropic endeavors with our equity research efforts, which are defined by generating and researching ideas internally, identifying great businesses and knowing them better than anyone.
The Foundation supports a wide variety of charitable programs, including an arts initiative, SEG Voices, and a unique employee matching gift program. To date, more than $17 million in grants have been awarded to local, national and international not-for-profit organizations in the areas of Advocacy and Civil Rights, Arts and Culture, Education and Youth Development, Environmental Causes, Health, Human Services and International Development.