Chris Wheeler

Portfolio Manager-Equities at Merriman Wealth Management LLC

Finance

Consumer Services

Profile

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.

Chris Wheeler active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	31/03/2022

All active positions of Chris Wheeler

Training of Chris Wheeler

Yale University

Undergraduate Degree

Experiences
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Connections

100 +

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Linked companies

Private companies	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