Chris Wheeler
Portfolio Manager-Equities at Merriman Wealth Management LLC
Network origin in Chris Wheeler first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Yale University
508
| College/University | Other Consumer Services | 508 |
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities.
15
| Subsidiary | Investment Managers | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Chris Wheeler via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| PROCTER & GAMBLE COMPANY | Household/Personal Care | Director/Board Member Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Rochester Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
| CITIGROUP INC. | Major Banks | Director/Board Member Director/Board Member | |
| UNITED THERAPEUTICS CORPORATION | Pharmaceuticals: Major | Director/Board Member | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
Riveron Consulting LLC
 Riveron Consulting LLC Miscellaneous Commercial ServicesCommercial Services Riveron Consulting LLC provides advisory services. Its services include accounting advisory, transaction services, performance improvement, and capital markets and divestitures. The company was founded by Landon Smith in 2006 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Director of Research - Equity Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Masters Business Admin Graduate Degree Doctorate Degree Masters Business Admin | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| University of Oxford | College/University | Masters Business Admin Masters Business Admin Doctorate Degree | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Seattle Pacific University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Maxwell Data Supplies
 Maxwell Data Supplies Computer PeripheralsElectronic Technology Maxwell Data Supplies provides office, imaging and data products. The company sells magnetic tape and other recording medium to firms with large data centers. Its brands include Fuji, IBM, 3M, Pioneer, Sony and Hewlett Packard. Maxwell Data Supplies was founded in January, 1996 and is located in Frisco, TX. | Computer Peripherals | President | |
Sciens Capital Management LLC
 Sciens Capital Management LLC Investment ManagersFinance Sciens Capital Management LLC (Sciens Capital) is a private equity subsidiary of SMH Management Ltd founded in 1988 by Ioannis P. Rigas. The firm is headquarter in New York. | Investment Managers | Private Equity Investor | |
Sound Point Luna LLC
 Sound Point Luna LLC Investment ManagersFinance Sound Point Luna LLC (SPL) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Andrew Feldstein and Stephen Siderow in 2003 and formerly known as BlueMountain Capital Management LLC and as Assured Investment Management LLC. In 2023, Sound Point Capital Management LP acquired the firm from Assured Guaranty Ltd. (NYSE: AGO). SPL provides investment advisory services to pooled investment vehicles that operate as private investment funds and collateralized loan obligations (CLOs). | Investment Managers | Corporate Officer/Principal | |
Fidelity National Financial, Inc. (Investment Management)
 Fidelity National Financial, Inc. (Investment Management) Investment ManagersFinance Fidelity National Financial, Inc. (Investment Management) (FNF-IM) is the asset management division of Fidelity National Financial, Inc. (NYSE: FNF), a holding company which provides title insurance and transaction services to the real estate and mortgage industries through its subsidiaries. FNF-IM is headquartered in Jacksonville, Florida. The firm operates through Fidelity National Title Group segment which consists of the operations of title insurance underwriters, escrow services, and other title related services including collection and trust activities, trustee's sales guarantees, recordings and conveyances, and home warranty insurance. | Investment Managers | Corporate Officer/Principal | |
| The Chinese University of Hong Kong | College/University | Corporate Officer/Principal | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| JD.COM, INC. | Internet Retail | Corporate Officer/Principal Director/Board Member | |
Gardiner Museum
 Gardiner Museum Other Consumer ServicesConsumer Services Gardiner Museum operates as ceramic art museum from the collection of ancient American artifacts and European pottery and porcelain. It also hosts special exhibitions, events, lectures, and clay classes to complement its permanent collection. The company was founded by George Gardiner and Helen Gardiner in 1984 and is headquartered in Toronto, Canada. | Other Consumer Services | Director/Board Member | |
Serengeti Asset Management LP
 Serengeti Asset Management LP Investment ManagersFinance Serengeti Asset Management LP (Serengeti) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joseph LaNasa III in 2007. Serengeti provides investment advice to and manages a number of private pooled investment vehicles and other asset managers for institutional and other investors. Beneficial owners of asset managers may include institutions, pension plans, high net-worth individuals and other sophisticated investors. | Investment Managers | Corporate Officer/Principal | |
MedicAlert Foundation Canada, Inc.
 MedicAlert Foundation Canada, Inc. Electronic Equipment/InstrumentsElectronic Technology MedicAlert Foundation Canada, Inc. provides emergency information services to members with health conditions and special medical needs and personal requests that should be known in the event of an emergency. The company was founded in 1961 and is headquartered in Toronto, Canada. | Electronic Equipment/Instruments | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Law School | College/University | Doctorate Degree Undergraduate Degree | |
| Stanford University School of Medicine | College/University | Doctorate Degree Director/Board Member | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| IMMUNITYBIO, INC. | Pharmaceuticals: Major | Director/Board Member | |
| Public Health Agency of Canada | General Government | Corporate Officer/Principal | |
DCVC Management Co. LLC
 DCVC Management Co. LLC Investment ManagersFinance DCVC Management Co LLC (DCVC) is a venture capital firm founded in 2011 by Zachary Bogue and Matthew Ocko. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
SafelyYou, Inc.
 SafelyYou, Inc. Packaged SoftwareTechnology Services SafelyYou, Inc. is a seed-stage company which engages in the development of artificial intelligence tools in memory loss management. Its aims to provide patients, caregivers, and families with a safety system that could adequately identify falls and make daily living safer for those living in memory care. The company was founded by Pulkit Agrawal, Alexandre Bayen, Julien Jacquemot, and George Netscher and is headquartered in Berkeley, CA. | Packaged Software | Director/Board Member | |
| PROFOUND MEDICAL CORP. | Medical Specialties | Director/Board Member | |
The Economic Club of Canada
 The Economic Club of Canada Miscellaneous Commercial ServicesCommercial Services The Economic Club of Canada operates as a non-profit and non-partisan speaker's forum. The non-profit company is based in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
| Biomedical Zone | Founder | ||
Invest Toronto, Inc.
 Invest Toronto, Inc. Advertising/Marketing ServicesCommercial Services Invest Toronto, Inc. engages in marketing and promotion activities to increase business investment. Its services include complimentary concierge service for businesses, interactions with sector experts and all three levels of government, guidance on site location and selection, business-to-business linkages, and industry and economic benchmarking analysis. The company was founded in 2010 and is headquartered in Toronto, Canada. | Advertising/Marketing Services | Director/Board Member | |
Alpharank, Inc.
 Alpharank, Inc. Packaged SoftwareTechnology Services Alpharank, Inc. provides information technology and services. The company was founded in Brian ley and is headquartered in Redwood City, CA. | Packaged Software | Founder | |
Trace3 LLC (California)
 Trace3 LLC (California) Information Technology ServicesTechnology Services Trace3 LLC is an elite technology consultancy that provides IT strategy, solutions, and services to the world's most admired companies. The company is based in Irvine, CA and has subsidiaries in the United States. Trace3 can help businesses build, migrate, and operate their enterprise IT on-prem or in the cloud. The company offers a comprehensive line of services designed to increase business agility and growth. Trace3 seeks and develops new ways of doing things to improve efficiency, effectiveness, and provide a competitive advantage. It was founded in 2002 by Hayes Drumwright, and Richard A. Fennessy has been the CEO of the company since 2019. | Information Technology Services | Director/Board Member | |
Swift Medical, Inc.
 Swift Medical, Inc. Internet Software/ServicesTechnology Services Swift Medical, Inc. provides imaging technology and data analytics solutionss. Its product, Swift Wound XL, captures, measures, assesses, and documents wounds at point-of-care and then share that information in real-time. The company was founded by Carlo Perez and Edwin Liang and is headquartered in Toronto, Canada. | Internet Software/Services | Director/Board Member | |
| BEXCELLENT GROUP HOLDINGS LIMITED | Other Consumer Services | Director/Board Member | |
Togetherwork Holdings LLC
 Togetherwork Holdings LLC Packaged SoftwareTechnology Services Togetherwork Holdings LLC develops software management and payments services. It serves fraternities and sororities. The company was founded in 2015 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Parsifal Capital Management LP
 Parsifal Capital Management LP Investment ManagersFinance Parsifal Capital Management LP (Parsifal) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by David Zorub in 2018. Parsifal provides discretionary investment management services to qualified investors through its private funds. The firm also provides investment advisory services to a separately managed account. | Investment Managers | Portfolio Manager-Equities | |
PrimePay, Inc.
 PrimePay, Inc. Miscellaneous Commercial ServicesCommercial Services PrimePay, Inc. engages in the provision of payroll, tax, human resource and insurance benefit services. The company was founded in 1986 and is headquartered in West Chester, PA. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
| United States | 36 |
| Canada | 9 |
| Hong Kong | 3 |
| United Kingdom | 2 |
| China | 2 |
Sectoral
| Consumer Services | 16 |
| Finance | 14 |
| Commercial Services | 7 |
| Technology Services | 6 |
| Health Technology | 4 |
Operational
| Director/Board Member | 162 |
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 101 |
| Private Equity Investor | 55 |
| Graduate Degree | 34 |
Most connected contacts
| Insiders | |
|---|---|
| Ernesto Zedillo Ponce de León | 28 |
| Nathaniel Kan | 22 |
| Linda Maxwell | 17 |
| Mark Volchek | 17 |
| Anna Batarina | 15 |
| Edward A. Dennis | 13 |
| Michael Snyder | 13 |
| Joseph G. Pappalardo | 13 |
| Michael Horn | 12 |
| Jake Saper | 12 |
| Yu Chen | 11 |
| Katie Ellias | 11 |
| Dennis Charney | 11 |
| Gwen Cheni | 9 |
| Xu Hui Shen | 9 |
- Stock Market
- Insiders
- Chris Wheeler
- Company connections
