![Chris Wheeler](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Chris Wheeler
Gestor de Cartera-Acciones en Merriman Wealth Management LLC .
Perfil
Mr. Chris Wheeler is a Portfolio Manager at Merriman Wealth Management LLC.
Prior to joining Merriman Mr. Wheeler spent over 15 years working in the hedge fund industry.
He has managed portfolios across a wide array of asset classes and investing styles.
Mr. Wheeler received his BA in Economics from Yale University in 2004.
Cargos activos de Chris Wheeler
Empresas | Cargo | Inicio |
---|---|---|
Merriman Wealth Management LLC
![]() Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Gestor de Cartera-Acciones | 01/04/2022 |
Formación de Chris Wheeler.
Yale University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
---|---|
Merriman Wealth Management LLC
![]() Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
- Bolsa de valores
- Insiders
- Chris Wheeler