Brad Wheeler
Profile
Brad Wheeler worked as a Managing Director Head of Global Sales & Marketing at The Earnings Scout LLC in 2018.
Prior to that, he worked as a Principal at Midwest Research Maxus Group Ltd., Cleveland Research Co. LLC, and U.S.
Bank NA (Cincinnati Ohio Investment Management).
He also worked as a Senior Credit Analyst at AmeriTrust Capital Management Ltd.
Mr. Wheeler received his undergraduate degree from Miami University and his MBA from Weatherhead School of Management.
Former positions of Brad Wheeler
Companies | Position | End |
---|---|---|
The Earnings Scout LLC
The Earnings Scout LLC Investment ManagersFinance The Earnings Scout LLC is an independent global macroeconomic research firm headquartered in Olmstead Falls, Ohio. The firm was founded by Nicholas Raich in 2013. They offer in-depth global macroeconomic research and consulting services to institutional investors and a la carte options to smaller investment boutiques. The Earnings Scout offers analysis based on their broad macro outlook, as well as at the security level. | Sales & Marketing | 01/09/2018 |
Cleveland Research Co. LLC
Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Corporate Officer/Principal | - |
Midwest Research Maxus Group Ltd. | Corporate Officer/Principal | - |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Corporate Officer/Principal | - |
AmeriTrust Capital Management Ltd.
AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Corporate Officer/Principal | - |
Training of Brad Wheeler
Miami University | Undergraduate Degree |
Weatherhead School of Management | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 5 |
---|---|
Midwest Research Maxus Group Ltd. | Finance |
AmeriTrust Capital Management Ltd.
AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Finance |
Cleveland Research Co. LLC
Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Finance |
The Earnings Scout LLC
The Earnings Scout LLC Investment ManagersFinance The Earnings Scout LLC is an independent global macroeconomic research firm headquartered in Olmstead Falls, Ohio. The firm was founded by Nicholas Raich in 2013. They offer in-depth global macroeconomic research and consulting services to institutional investors and a la carte options to smaller investment boutiques. The Earnings Scout offers analysis based on their broad macro outlook, as well as at the security level. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
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