Jeff Wheeler
Portfolio Manager-Fixed Income at JPMorgan Investment Management, Inc.
Profile
Mr. Jeffrey C.
Wheeler, CFA MBA, is a Portfolio Manager at JPMorgan Investment Management, Inc. He is also a Managing Director, is a Portfolio Manager in the Absolute Return and Opportunistic Fixed Income Group.
He has over 24 years of industry experience.
Prior to joining the Firm, he was a Portfolio Manager at Smith Breeden Associates, where he served as Head of the Securitized Asset Team from 2009 to 2013.
He holds a B.S.
in business administration from Appalachian State University, an M.B.A.
in investment management from the University of North Carolina, and is a CFA charter holder.
Jeff Wheeler active positions
| Companies | Position | Start |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Portfolio Manager-Fixed Income | - |
Former positions of Jeff Wheeler
| Companies | Position | End |
|---|---|---|
Smith Breeden Associates, Inc.
 Smith Breeden Associates, Inc. Investment ManagersFinance Founded in 1982, Smith Breeden Associates, Inc. is a registered investment advisor headquartered in Durham, North Carolina. The firm manages equity and fixed-income portfolios for institutional investors including pension plans and financial institutions | Corporate Officer/Principal | - |
Training of Jeff Wheeler
| Kenan-Flagler Business School | Masters Business Admin |
| Appalachian State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Smith Breeden Associates, Inc.
Smith Breeden Associates, Inc. Investment ManagersFinance Founded in 1982, Smith Breeden Associates, Inc. is a registered investment advisor headquartered in Durham, North Carolina. The firm manages equity and fixed-income portfolios for institutional investors including pension plans and financial institutions | Finance |
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