![Ryan Wheeler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ryan Wheeler
Chief Investment Officer bei
Friedenthal Financial LLC
Profil
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).
Aktive Positionen von Ryan Wheeler
| Unternehmen | Position | Beginn |
|---|---|---|
Friedenthal Financial LLC
 Friedenthal Financial LLC Investment ManagersFinance Friedenthal Financial seeks to create efficient and diversified portfolios using asset allocation across a variety of equity, fixed-income and commodity sectors. The firm utilizes strategies that are based on exhaustive research and analysis, and are customized to fit each client’s unique needs and tolerance for risk. | Chief Investment Officer | 01.01.2019 |
Ehemalige bekannte Positionen von Ryan Wheeler
| Unternehmen | Position | Ende |
|---|---|---|
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 maximize returns while minimizing risk throughout the entire market cycle. 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. | Analyst-Equity | 31.12.2008 |
Ausbildung von Ryan Wheeler
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
91
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
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 maximize returns while minimizing risk throughout the entire market cycle. 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. | Finance |
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Friedenthal Financial LLC
Friedenthal Financial LLC Investment ManagersFinance Friedenthal Financial seeks to create efficient and diversified portfolios using asset allocation across a variety of equity, fixed-income and commodity sectors. The firm utilizes strategies that are based on exhaustive research and analysis, and are customized to fit each client’s unique needs and tolerance for risk. | Finance |
