Jack Wheeler

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Consumer Services

Finance

Profile

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.

Former positions of Jack Wheeler

Companies	Position	End
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.	Portfolio Manager-Equities	29/11/2011

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Private companies	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