Adam Wheat Email & Phone Number
Chief Technology Officer @ Morningstar
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Adam Wheat Location
- New York, NY, US
Adam Wheat Work
- 2023 -now Chief Technology Officer @
- 2021 -2023 Head Of Technology, Direct @
- 2002 -2021 Partner @
Adam Wheat Education
- Muhlenberg College
AB ( Economics, (Magna Cum Laude))
1998-2001
Adam Wheat Skills
- Investments
- Asset Allocation
- Investment Advisory
- Alternative Investments
- Investment Management
- Institutional Investments
- Hedge Funds
- Fixed Income
- Asset Management
- Investment Strategies
- Fund Of Funds
- Mutual Funds
- Private Equity
- Portfolio Management
- Capital Markets
- Valuation
- Due Diligence
- Financial Modeling
- Economics
- Securities
- Retirement Planning
- Equities
- 401k
- Defined Contribution
- Defined Benefit
- Institutional
- Strategy
- Marketing
- Financial Analysis
- Business Strategy
- Management
Adam Wheat Summary
- Adam Wheat, based in New York, NY, US, is currently a Chief Technology Officer at Morningstar. Adam Wheat brings experience from previous roles at Morningstar and Rocaton Investment Advisors. Adam Wheat holds a 1998 - 2001 AB in Economics, (Magna Cum Laude) @ Muhlenberg College. With a robust skill set that includes Investments, Asset Allocation, Investment Advisory, Alternative Investments, Investment Management and more. Adam Wheat has 1 emails and 2 mobile phone numbers on RocketReach.
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