Our Team
Jack Wheeler

Jack Wheeler

Research Analyst

Jack has almost ten years of experience in the financial services industry, with both buy-side and sell-side firms. Currently, he works in conjunction with the Investment Committee by providing research on economic data, performance assessment, as well as a range of equity and fixed income securities. He also assists our fixed income investment team with trade execution.

Previously, Jack served as a research associate for a top-ranked research, sales and trading firm headquartered in Stamford, Connecticut.  While there, he directly covered publically-traded companies while conducting quantitative and qualitative evaluation of specific companies, including analysis of company and industry-wide filing data, earnings releases, on-site company visits, channel checks, and interviews with senior company executives.

Jack graduated from Wayne State University with a BS in Business Economics and Finance.  He supports a number of select charities in Southeast Michigan.

Jack is currently pursuing his Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. He has also previously completed the examinations and requirements for General Securities Representative Series 7 and Uniform Securities Agent State Law Series 63.