))
Brad Wheeler, President of Shaker Investments
Manage episode 387811948 series 3445185
CFA Society Cleveland द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री CFA Society Cleveland या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this episode, we talk with Brad Wheeler, President of Shaker Investments. Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio. We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his career to more client-facing positions and we even talk about explaining American football to his former clients in the UK. Thanks for listening and we hope you enjoy this episode with Brad Wheeler. Connect with Brad here:
Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here:
28 एपिसोडस
साझा करें
