Lisa Gable Wheatley
Gestionnaire de Portefeuille-Actions chez First Turn Management LLC
Profil
Lisa Gable Wheatley is currently the Director, Managing Partner & Portfolio Manager at First Turn Management LLC since 2023.
Prior to this, she worked as an Investment Analyst & Deal Originator at Silver Point Capital LP and as an Associate at Tennenbaum Capital Partners LLC.
From 2014 to 2023, Lisa worked at Nicholas Investment Partners LP, where she held the position of Partner & Portfolio Manager from 2022 to 2023.
She also worked as an Analyst at JPMorgan Private Investments, Inc. and as Co-Head of Mergers & Acquisitions at Life Technologies Corp.
Lisa started her career as an Associate at Oaktree Capital Management LP.
Ms. Wheatley completed her undergraduate degree from the University of Richmond.
Postes actifs de Lisa Gable Wheatley
| Sociétés | Poste | Début |
|---|---|---|
First Turn Management LLC
 First Turn Management LLC Investment ManagersFinance Part of WCW Capital LLC, First Turn Management LLC is a company that provides investment advice. The company is based in Del Mar, CA. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
Anciens postes connus de Lisa Gable Wheatley
| Sociétés | Poste | Fin |
|---|---|---|
Nicholas Investment Partners LP
 Nicholas Investment Partners LP Investment ManagersFinance Nicholas Investment Partners LP (NIP) is a SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm is owned by NIP 3 LP and was co-founded by Catherine and Art Nicholas in 2006 as Wagonhound Investments LP. NIP provides investment advice to individuals, banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities, UMA accounts and private investment vehicles. | Analyst-Equity | 01/10/2023 |
Life Technologies Corp.
 Life Technologies Corp. Miscellaneous Commercial ServicesCommercial Services Life Technologies Corp. provides products in the areas of scientific research, genetic analysis and applied sciences. Its brands include Invitrogen, Applied Biosystems, Gibco, Molecular Probes, Noves, Ambion and Ion Torrent. The firm’s portfolio includes the most cited products and technologies in qPCR, capillary electrophoresis sequencing, nextgeneration sequencing, molecular diagnostics, forensics, cell culture and analysis, and agriculture research. The company was founded on November 21, 2008 and is headquartered in Carlsbad, CA. | Corporate Officer/Principal | 31/01/2014 |
JPMorgan Private Investments, Inc.
 JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Corporate Officer/Principal | - |
Oaktree Capital Management LP
 Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Tennenbaum Capital Partners LLC
 Tennenbaum Capital Partners LLC Investment ManagersFinance Tennenbaum Capital Partners LLC (TCP) is a registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 1999 and is a subsidiary of BlackRock Capital Investment Advisors LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK), which acquired them in 2018. TCP manages assets for pooled investment vehicles, US-registered investment companies, business development companies and private investment funds. | Corporate Officer/Principal | - |
Formation de Lisa Gable Wheatley
| University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
Silver Point Capital LP
 Silver Point Capital LP Investment ManagersFinance Silver Point Capital LP is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. It was founded in 2002 by Edward Mule and Robert O'Shea. The firm serves as the management company with discretionary trading authority to private pooled investment vehicles. Their flagship funds include: Silver Point Capital Fund, L.P. (the Domestic Flagship Fund), Silver Point Capital Offshore Fund, Ltd. (the Offshore Flagship Fund) and Silver Point Capital Offshore Master Fund, L.P. (the Master Flagship Fund). | Finance |
Tennenbaum Capital Partners LLC
Tennenbaum Capital Partners LLC Investment ManagersFinance Tennenbaum Capital Partners LLC (TCP) is a registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 1999 and is a subsidiary of BlackRock Capital Investment Advisors LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK), which acquired them in 2018. TCP manages assets for pooled investment vehicles, US-registered investment companies, business development companies and private investment funds. | Finance |
Nicholas Investment Partners LP
Nicholas Investment Partners LP Investment ManagersFinance Nicholas Investment Partners LP (NIP) is a SEC-registered investment advisor headquartered in Rancho Santa Fe, California. The firm is owned by NIP 3 LP and was co-founded by Catherine and Art Nicholas in 2006 as Wagonhound Investments LP. NIP provides investment advice to individuals, banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities, UMA accounts and private investment vehicles. | Finance |
JPMorgan Private Investments, Inc.
JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Finance |
Life Technologies Corp.
Life Technologies Corp. Miscellaneous Commercial ServicesCommercial Services Life Technologies Corp. provides products in the areas of scientific research, genetic analysis and applied sciences. Its brands include Invitrogen, Applied Biosystems, Gibco, Molecular Probes, Noves, Ambion and Ion Torrent. The firm’s portfolio includes the most cited products and technologies in qPCR, capillary electrophoresis sequencing, nextgeneration sequencing, molecular diagnostics, forensics, cell culture and analysis, and agriculture research. The company was founded on November 21, 2008 and is headquartered in Carlsbad, CA. | Commercial Services |
Oaktree Capital Management LP
Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Finance |
First Turn Management LLC
First Turn Management LLC Investment ManagersFinance Part of WCW Capital LLC, First Turn Management LLC is a company that provides investment advice. The company is based in Del Mar, CA. | Finance |
