Profil
Mr. Spencer M.
Wheeler is an Investment Manager at The Fiduciary Group.
Prior to joining The Fiduciary Group in January 2010, Mr. Wheeler worked at Cotton Hall Asset Management in New York, researching a broad range of domestic and international equities, conducting financial statement analysis, and building valuation models.
Mr. Wheeler graduated With Distinction from the University of Virginia with a Bachelor of Science in Commerce, with concentrations in Finance and Accounting.
Anciens postes connus de Spencer M. Wheeler
| Sociétés | Poste | Fin |
|---|---|---|
Cotton Hall Asset Management LP
 Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients. | Analyst-Equity | 31/12/2008 |
Fiduciary Group LLC
 Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Analyst-Equity | - |
Formation de Spencer M. Wheeler
| University of Virginia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Fiduciary Group LLC
Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Finance |
Cotton Hall Asset Management LP
Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients. | Finance |
