Ryan Wheeler
Directeur en chef des Investissements chez 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).
Postes actifs de Ryan Wheeler
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/01/2019 |
Anciens postes connus de Ryan Wheeler
| Sociétés | Poste | Fin |
|---|---|---|
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 | 31/12/2008 |
Formation de Ryan Wheeler
| Drexel University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
