Career history of Spencer M. Wheeler
Former positions of Spencer M. Wheeler
Companies | Position | Start | End |
---|---|---|---|
Cotton Hall Asset Management LP
Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients. | Analyst-Equity | 2007-01-31 | 2008-12-30 |
Corporate Officer/Principal | 2008-12-30 | - | |
Fiduciary Group LLC
Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Analyst-Equity | 2010-03-02 | - |
Analyst-Fixed Income | 2010-10-17 | - |
Training of Spencer M. Wheeler
University of Virginia | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 2 |
Analyst-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Fiduciary Group LLC
Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Finance |
Cotton Hall Asset Management LP
Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients. | Finance |
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