David
Wheeler
President and Chief Investment Officer
Prior to founding W&M, Dave was a senior officer with
several major institutional consulting and investment management
firms.
He was a member of the Management Committee and led the South
Region corporate, non-profit, and public funds investment
consulting practice of SEI Capital Resources. Dave also headed
the Pension Department of Lincoln National Insurance Company
and provided investment management services to insurance companies
and top tier institutional investors.
In other previous experience, Dave served as Senior Vice President
and Investment Policy Committee member for C&S Investment
Advisors and Senior Vice President for Securities Management
and Research. He also served as a regional CEO for Wachovia
Bank.
Dave is a graduate of Duke University and of the University of
Pennsylvania Wharton Business School Money Management and Pension
Funds program. He holds Series 63, 7, 65, and 24 securities registrations,
and a North Carolina real estate broker license.
Dave is officed in Mount Dora (metro Orlando).
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