Spencer M. Wheeler

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Spencer M.
Wheeler is an Investment Manager at The Fiduciary Group.
Prior to joining The Fiduciary Group in January 2010, Mr. Wheeler worked at Cotton Hall Asset Management in New York, researching a broad range of domestic and international equities, conducting financial statement analysis, and building valuation models.
Mr. Wheeler graduated With Distinction from the University of Virginia with a Bachelor of Science in Commerce, with concentrations in Finance and Accounting.

Precedenti posizioni note di Spencer M. Wheeler

Società	Posizione	Fine
Cotton Hall Asset Management LP Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients.	Analyst-Equity	31/12/2008
Fiduciary Group LLC Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans.	Analyst-Equity	-

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Formazione di Spencer M. Wheeler

University of Virginia

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Società collegate

Aziende private	2
Fiduciary Group LLC Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans.	Finance
Cotton Hall Asset Management LP Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients.	Finance