Bradley Wheeler
President
Brad Wheeler is the President of Shaker Investments. With more than twenty-five years of experience in the financial service industry, he is responsible for overseeing the firm’s strategy, business development and operations. Prior to being named President, Brad served as Vice President and Head of Business Development for Shaker. He has spent over twenty years in the financial service industry calling on endowments, pension funds and institutional investors.
Prior to joining Shaker Investments, Brad was a founding partner at Cleveland Research Company where he developed institutional relationships with clients in Boston and opened the firm’s London office. Prior to that, Brad was a partner with FTN/Midwest Research and worked at US Bank in commercial banking.
Brad is currently a member of the 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, Weatherhead School of Management.
He and his wife, Laura, reside in Shaker Heights and have two adult children.