Chris Wheeler

Gestore di Portafoglio-Azioni presso Merriman Wealth Management LLC

Finance

Consumer Services

Profilo

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.

Posizioni attive di Chris Wheeler

Società	Posizione	Inizio
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.	Gestore di Portafoglio-Azioni	01/04/2022

Tutte le posizioni attive di Chris Wheeler

Formazione di Chris Wheeler

Yale University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Chris Wheeler

Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	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