Career history of Gerald Willis Wheeler
Former positions of Gerald Willis Wheeler
Companies | Position | Start | End |
---|---|---|---|
del Rey Global Investors LLC
del Rey Global Investors LLC Investment ManagersFinance Founded in 2009, del Rey Global Investors LLC is a registered investment advisor located in Los Angeles, California. The firm provides investment advisory services to a wide variety of retail and high net worth individual and institutional clients, including pension funds, trust accounts, corporations or other business entities, banks, insurance companies, governments and municipalities. del Ray provides sub-advisory services to affiliated and unaffiliated open-end investment companies, collective investment trusts, and investment companies established pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities, i.e. UCITS). The firm also provides investment advice for a number of private investment funds. | Compliance Officer | - | 2014-12-31 |
Chief Operating Officer | - | 2014-12-31 | |
Founder | - | 2014-12-31 | |
General Counsel | - | 2014-12-31 | |
Ivory Investment Management LLC
Ivory Investment Management LLC Investment ManagersFinance Founded in 1998 by Curtis Macnguyen, Ivory Investment Management LLC is a registered investment advisor and hedge fund manager lcoated in Los Angeles, California. The firm serves as the investment manager to private pooled investment vehicles. | General Counsel | 2006-06-30 | 2009-12-30 |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | General Counsel | 2004-07-31 | - |
Miller/Howard Funds Trust
Miller/Howard Funds Trust Investment Trusts/Mutual FundsMiscellaneous Miller/Howard Funds Trust operates as a open-end management investment company. It consists of two series: the Miller/Howard Income-Equity Fund and The Miller/Howard Drill Bit to Burner Tip Fund. The company was founded on November 23, 2015 and is headquartered in Woodstock, NY. | Compliance Officer | 2015-11-22 | - |
General Counsel | 2015-11-22 | - | |
MILLER/HOWARD HIGH INCOME EQUITY FUND | Compliance Officer | 2015-11-19 | - |
Willkie Farr & Gallagher LLP
Willkie Farr & Gallagher LLP Miscellaneous Commercial ServicesCommercial Services Willkie Farr & Gallagher LLP engages in the provision of legal services. It specializes in antitrust and competition, asset management, business reorganization and restructuring, communications and media, corporate and financial services, cybersecurity and privacy, energy, and executive compensation and employee benefits practice areas. The company was founded in 1888 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | - | - |
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide. | General Counsel | - | - |
Training of Gerald Willis Wheeler
The Trustees of Columbia University in The City of New York | Undergraduate Degree |
University of Michigan | Graduate Degree |
Statistics
International
United States | 11 |
Operational
General Counsel | 5 |
Compliance Officer | 3 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 6 |
Miscellaneous | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 8 |
---|---|
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide. | Finance |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Finance |
Ivory Investment Management LLC
Ivory Investment Management LLC Investment ManagersFinance Founded in 1998 by Curtis Macnguyen, Ivory Investment Management LLC is a registered investment advisor and hedge fund manager lcoated in Los Angeles, California. The firm serves as the investment manager to private pooled investment vehicles. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
del Rey Global Investors LLC
del Rey Global Investors LLC Investment ManagersFinance Founded in 2009, del Rey Global Investors LLC is a registered investment advisor located in Los Angeles, California. The firm provides investment advisory services to a wide variety of retail and high net worth individual and institutional clients, including pension funds, trust accounts, corporations or other business entities, banks, insurance companies, governments and municipalities. del Ray provides sub-advisory services to affiliated and unaffiliated open-end investment companies, collective investment trusts, and investment companies established pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities, i.e. UCITS). The firm also provides investment advice for a number of private investment funds. | Finance |
Miller/Howard High Income Equity Fund
Miller/Howard High Income Equity Fund Investment Trusts/Mutual FundsMiscellaneous Miller/Howard High Income Equity Fund is a closed-end investment Fund/investment trust company. It engages in investing on high-income equities strategically allocated across multiple sectors, and industries focusing on high current income, growth on income, and lower volatility. The fund?s primary investment objective is to seek a high level of current income. The company was founded on April 21, 2011 and is headquartered in Kingston, NY. | Miscellaneous |
Willkie Farr & Gallagher LLP
Willkie Farr & Gallagher LLP Miscellaneous Commercial ServicesCommercial Services Willkie Farr & Gallagher LLP engages in the provision of legal services. It specializes in antitrust and competition, asset management, business reorganization and restructuring, communications and media, corporate and financial services, cybersecurity and privacy, energy, and executive compensation and employee benefits practice areas. The company was founded in 1888 and is headquartered in New York, NY. | Commercial Services |
Miller/Howard Funds Trust
Miller/Howard Funds Trust Investment Trusts/Mutual FundsMiscellaneous Miller/Howard Funds Trust operates as a open-end management investment company. It consists of two series: the Miller/Howard Income-Equity Fund and The Miller/Howard Drill Bit to Burner Tip Fund. The company was founded on November 23, 2015 and is headquartered in Woodstock, NY. | Miscellaneous |