Ryan Wheeler

Chief Investment Officer at

Friedenthal Financial LLC

40 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 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

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 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

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Linked companies

Private companies	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