Ryan Wheeler

Chief Investment Officer at Friedenthal Financial LLC

38 year

Finance

Consumer Services

Profile

Mr. Frederic Wheeler, CFA, is a Chief Investment Officer at Friedenthal Financial LLC.
He joined the firm in 2010.
Mr. Wheeler was previously employed as a Junior Equity Analyst by The Haverford Trust Co. He received his BBA degree from Drexel University.
He holds FINRA Series 66 (Uniform Combined State Law Examination).

Ryan Wheeler active positions

Companies	Position	Start
Friedenthal Financial LLC Friedenthal Financial LLC Investment ManagersFinance Friedenthal Financial LLC is an independent registered investment advisor headquartered in Marlton, New Jersey. The firm was founded by Mark S. Friedenthal in 2009. They provide investment advice and management supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations.	Chief Investment Officer	31/12/2018

All active positions of Ryan Wheeler

Former positions of Ryan Wheeler

Companies	Position	End
The Haverford Trust Co. The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.	Analyst-Equity	30/12/2008

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Training of Ryan Wheeler

Drexel University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Friedenthal Financial LLC Friedenthal Financial LLC Investment ManagersFinance Friedenthal Financial LLC is an independent registered investment advisor headquartered in Marlton, New Jersey. The firm was founded by Mark S. Friedenthal in 2009. They provide investment advice and management supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations.	Finance
The Haverford Trust Co. The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.	Finance