Chris Wheaton
Gestionnaire de Portefeuille-Actions chez Litman Gregory Wealth Management LLC
Profil
Mr. Christopher C.
Wheaton, CPA, is a Managing Director & Senior Advisor at Litman Gregory Wealth Management LLC.
He joined Litman Gregory in 1997 and became a principal of the firm in 2001.
From 2010-2015, he served as Co-CEO of the Litman Gregory companies and the Managing Principal of the company’s Investment Advisory.
He has over 25 years of experience in the investment industry and his current clients include individuals, family groups, endowments, foundations, and retirement plans.
Prior to LGAM, he was a Senior Manager with Arthur Andersen where he served clients in the firm’s Investment Advisory and Personal Financial Planning groups.
He received his undergraduate degree from the University of Illinois.
Postes actifs de Chris Wheaton
| Sociétés | Poste | Début |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Anciens postes connus de Chris Wheaton
| Sociétés | Poste | Fin |
|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/1996 |
Formation de Chris Wheaton
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
