Ryan Wheeler, CFA

Ryan Wheeler, CFA has a wealth of experience in the financial industry. Ryan began their career in 2007 as a Portfolio Management Intern at Penn Capital Management. Ryan then moved on to The Haverford Trust Company in 2008 as an Equity Research Intern. In 2009, they became an Investment Advisor Representative at MetLife. From 2010 to 2015, they worked at Friedenthal Financial, LLC as both the Chief Investment Officer and Portfolio Manager. In 2015, they took on the role of Chief Technology Officer at Tolerisk.

Ryan Wheeler, CFA obtained a Bachelor of Science in Business Administration (BSBA) in Finance from Drexel University's LeBow College of Business between 2005 and 2009. In addition, they hold a CFA Charterholder certification from the CFA Institute and a Series 65 certification from FINRA.