Profile
Mr. Chris Wheeler was previously employed as a Portfolio Manager by Merriman Wealth Management LLC.
He received his undergraduate degree from Yale University.
Former positions of Chris Wheeler
| Companies | Position | End |
|---|---|---|
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Portfolio Manager-Equities | 30/09/2023 |
Training of Chris Wheeler
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Yale University
Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Finance |
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