John Wheeler

Plus aucun poste en cours

Finance

Consumer Services

Profil

John Wheeler worked as the Director of Trading at Nuance Investments LLC from 2013 to 2019.
He also worked as the Director of Equity Trading at Oxford Creek Capital Management LLC and as the Chief Operating Officer & Director of Trading at Cognios Capital LLC.
Prior to that, he was a Vice President at American Century Investments Services, Inc. Mr. Wheeler received an undergraduate degree from the University of Wisconsin-Milwaukee.

Anciens postes connus de John Wheeler

Sociétés	Poste	Fin
Nuance Investments LLC Nuance Investments LLC Investment ManagersFinance Nuance employs a disciplined value-oriented investment approach that invests in the stocks of high-quality, temporarily out-of-favor US companies with leading business franchises and good financial strength. They seek to invest when such securities are trading below their intrinsic value. The firm will close a short position, or buy the security to cover a short investment, when the security no longer has an attractive risk reward profile or when the security’s competitive position or financial situation improves beyond the Investment Team’s expectations.	Trading-Equity	01/07/2019
American Century Investments Services, Inc. American Century Investments Services, Inc. Investment ManagersFinance Provides investment and money management services	Corporate Officer/Principal	-
Oxford Creek Capital Management LLC Oxford Creek Capital Management LLC Investment ManagersFinance PRovides investment advice	Corporate Officer/Principal	-
Cognios Capital LLC Cognios Capital LLC Investment ManagersFinance Cognios Capital serve as the investment manager to private funds' investments may include common and preferred stocks, bonds and other debt securities, convertible securities, ETFs, closed-end funds, REITs, options, warrants, credit default swaps, monetary instruments, Master Limited Partnership (MLP) units, limited liability company interests, U.S. and Canadian income and royalty trusts, cash and cash equivalents. In managing the private funds, the firm uses a combination of fundamental and quantitative investment selection techniques. Cognios Capital advises SMAs for high net-worth individuals and institutions. SMA investments may include common and preferred stocks, bonds and other debt securities, convertible securities, ETFs, closed-end funds, REITs, options, warrants, credit default swaps, monetary instruments, MLP units, limited liability company interests, U.S. and Canadian income and royalty trusts, cash and cash equivalents. SMAs are offered on a discretionary and non-discretionary basis. At their sole discretion, Cognios Capital will manage legacy portfolios within a SMA. Cognios Capital also acts as the investment adviser to a separately managed Investment Account for the Topwater Opportunity Fund LP. Cognios Capital serves as the Adviser to the Cognios Market Neutral Large Cap Fund. The firms primary active management investment strategies are: equity market neutral, quantitative value, core equity, micro-cap and quantitative growth. They use the following investment strategies to implement investment advice given to clients: long term purchases, short term purchases, trading, short sales, margin transactions, option purchases and option writing (including covered options, uncovered options or spreading strategies).	Corporate Officer/Principal	-

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Entreprise privées	5
American Century Investments Services, Inc. American Century Investments Services, Inc. Investment ManagersFinance Provides investment and money management services	Finance
Nuance Investments LLC Nuance Investments LLC Investment ManagersFinance Nuance employs a disciplined value-oriented investment approach that invests in the stocks of high-quality, temporarily out-of-favor US companies with leading business franchises and good financial strength. They seek to invest when such securities are trading below their intrinsic value. The firm will close a short position, or buy the security to cover a short investment, when the security no longer has an attractive risk reward profile or when the security’s competitive position or financial situation improves beyond the Investment Team’s expectations.	Finance
Oxford Creek Capital Management LLC Oxford Creek Capital Management LLC Investment ManagersFinance PRovides investment advice	Finance
Cognios Capital LLC Cognios Capital LLC Investment ManagersFinance Cognios Capital serve as the investment manager to private funds' investments may include common and preferred stocks, bonds and other debt securities, convertible securities, ETFs, closed-end funds, REITs, options, warrants, credit default swaps, monetary instruments, Master Limited Partnership (MLP) units, limited liability company interests, U.S. and Canadian income and royalty trusts, cash and cash equivalents. In managing the private funds, the firm uses a combination of fundamental and quantitative investment selection techniques. Cognios Capital advises SMAs for high net-worth individuals and institutions. SMA investments may include common and preferred stocks, bonds and other debt securities, convertible securities, ETFs, closed-end funds, REITs, options, warrants, credit default swaps, monetary instruments, MLP units, limited liability company interests, U.S. and Canadian income and royalty trusts, cash and cash equivalents. SMAs are offered on a discretionary and non-discretionary basis. At their sole discretion, Cognios Capital will manage legacy portfolios within a SMA. Cognios Capital also acts as the investment adviser to a separately managed Investment Account for the Topwater Opportunity Fund LP. Cognios Capital serves as the Adviser to the Cognios Market Neutral Large Cap Fund. The firms primary active management investment strategies are: equity market neutral, quantitative value, core equity, micro-cap and quantitative growth. They use the following investment strategies to implement investment advice given to clients: long term purchases, short term purchases, trading, short sales, margin transactions, option purchases and option writing (including covered options, uncovered options or spreading strategies).	Finance
University of Wisconsin-Milwaukee University of Wisconsin-Milwaukee Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services