Shaker Investments

Bradley Wheeler

Bradley Wheeler is Shaker Investments’ Managing Director of Business Development

Bradley J. Wheeler


Managing Director of Business Development

Brad is responsible for Marketing Strategy and new Business Development at Shaker Investments.  He has spent over twenty years in the equity markets calling on endowments, pension fund funds and institutional investors.

Prior to joining Shaker Investments, he was a founding partner at Cleveland Research Company where he developed institutional relationships with clients in Boston and opened the firms London office. Prior to that, he was a partner with FTN/Midwest Research and worked at US Bank in commercial banking.

Brad currently is a member of Association for Corporate Growth in greater Cleveland.  He is the prior President of the Shaker Youth Hockey Association and Shaker Heights High School Sports Boosters.

Brad received his BA in Public Finance from Miami University and an MBA from Case Western Reserve University.

He and his wife, Laura, reside in Shaker Heights and have two children.