Chris Wiles
Founder at Rockhaven Capital Management LLC
Profile
Mr. Christopher H.
Wiles, CFA MBA, is a Portfolio Manager at Medallion Wealth Management, Inc. and a Founder & Portfolio Manager at Rockhaven Capital Management LLC.
Prior to joining Medallion, he most recently served as an Investment Officer at Ayco-Goldman Sachs.
He has also held prominent investment positions at Mellon Bank, Federated Hermes, and National City Bank.
When He was not working at a major investment firm he founded his own mutual fund company which he was able to successfully build and sell to Strong Capital Management in 2002.
While managing the Federated Equity-Income Fund He was named by Barron’s as the number one Equity-Income Manager for the 1992-1997 time period.
He received his undergraduate degree from The Pennsylvania State University, an undergraduate degree from Youngstown State University and an MBA from Cleveland State University.
Chris Wiles active positions
Companies | Position | Start |
---|---|---|
Rockhaven Capital Management LLC
Rockhaven Capital Management LLC Investment ManagersFinance Rockhaven Capital Management LLC provides investment advice. The private company is based in Pittsburgh, PA. The company was founded by Christopher Harry Wiles. | Founder | 15/11/2009 |
Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Portfolio Manager-Equities | 30/04/2020 |
Former positions of Chris Wiles
Companies | Position | End |
---|---|---|
Allegiant Asset Management Co.
Allegiant Asset Management Co. Investment ManagersFinance Formerly National City Investment Management Co., Allegiant Asset Management Co. (AAM) is a multi-style registered investment advisor. Headquartered in Cleveland, Ohio, the firm is a wholly owned subsidiary of National City Corp. (NYSE: NCC) AAM is focused on the investment and service requirements of institutional clients, including corporate, public, Taft-Hartley, foundation, endowments and mutual funds. The firm was formed following the merger between National City and First of America Bank Corp. in 1985. AAM manages the Armada/Allegiant fund family out of Cleveland, while private client portfolios are managed out of offices in Cleveland, Pittsburgh, Grand Rapids, Michigan and Fort Wayne, Indiana. National City maintains separate trading desks for the Armada fund family and private client portfolios. | Portfolio Manager-Equities | 12/10/2009 |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Portfolio Manager-Equities | 31/12/2003 |
Rockhaven Asset Management LLC | Founder | 31/12/2001 |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Portfolio Manager-Equities | - |
Training of Chris Wiles
Cleveland State University | Masters Business Admin |
The Pennsylvania State University | Undergraduate Degree |
Youngstown State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Allegiant Asset Management Co.
Allegiant Asset Management Co. Investment ManagersFinance Formerly National City Investment Management Co., Allegiant Asset Management Co. (AAM) is a multi-style registered investment advisor. Headquartered in Cleveland, Ohio, the firm is a wholly owned subsidiary of National City Corp. (NYSE: NCC) AAM is focused on the investment and service requirements of institutional clients, including corporate, public, Taft-Hartley, foundation, endowments and mutual funds. The firm was formed following the merger between National City and First of America Bank Corp. in 1985. AAM manages the Armada/Allegiant fund family out of Cleveland, while private client portfolios are managed out of offices in Cleveland, Pittsburgh, Grand Rapids, Michigan and Fort Wayne, Indiana. National City maintains separate trading desks for the Armada fund family and private client portfolios. | Finance |
Rockhaven Asset Management LLC | Finance |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Finance |
Rockhaven Capital Management LLC
Rockhaven Capital Management LLC Investment ManagersFinance Rockhaven Capital Management LLC provides investment advice. The private company is based in Pittsburgh, PA. The company was founded by Christopher Harry Wiles. | Finance |
Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Finance |
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