Episode 14

full
Published on:

5th Dec 2023

Brad Wheeler, President of Shaker Investments

In this episode, we talk with Brad Wheeler, President of Shaker Investments.  Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio.  We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his career to more client-facing positions and we even talk about explaining American football to his former clients in the UK.  Thanks for listening and we hope you enjoy this episode with Brad Wheeler. Connect with Brad here: 

Brad Wheeler LinkedIn


Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: 


Matt McLaughlin LinkedIn

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About the Podcast

Guardians of Finance with Matt McLaughlin
Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment community.
Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you.



Welcome to Guardians of Finance.



Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment community.



Subscribe to the podcast on your favorite podcast platform and head to Guardiansoffinance.com where you can connect or reconnect with the CFA Society of Cleveland and attend an educational or social event, and find volunteer opportunities.

About your host

Profile picture for Matthew McLaughlin

Matthew McLaughlin