Profilo
Mr. Jack Wheeler is a Portfolio Manager at The Private Client Reserve of US Bank.
Mr. Wheeler joined US Bank in 2001 as Financial Specialist and transferred to The Private Client Reserve in December 2010.
He received his BS degree from Oregon State University in 2000 and his MS in Financial Management from The Robert Gordon University in 2006.
Precedenti posizioni note di Jack Wheeler
| Società | Posizione | Fine |
|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Gestore di Portafoglio-Azioni | 30/11/2011 |
Formazione di Jack Wheeler
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Oregon State University
Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Robert Gordon University
The Robert Gordon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles. | Finance |
















