Pat Wheeler

Finance

Consumer Services

Profile

Ms. Wheeler joined Maple Capital in 2004.
Before her tenure with Maple Capital Management, she spent six years with National Life Insurance Company as a systems analyst.
Prior to that she spent 11 years at Sentinel Administrative Service Company as both a portfolio accountant and financial control supervisor.
Ms. Wheeler earned an Associate of Science degree in Accounting from the Community College of Vermont.

Former positions of Pat Wheeler

Companies	Position	End
NLG Capital, Inc. NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments.	Corporate Officer/Principal	-
Maple Capital Management, Inc. Maple Capital Management, Inc. Investment ManagersFinance Maple Capital Management, Inc. (Maple Capital) is an independent, SEC-registered investment advisor headquartered in Montpelier, Vermont. The firm was founded by John Boland and Ramsey Luhr in 2004 through a management buyout of the private client group of NL Capital Management, Inc. Maple Capital provides portfolio management services to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and insurance companies.	Corporate Officer/Principal	-

See the detail of Pat Wheeler's experience

Training of Pat Wheeler

University of Vermont

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies