Chris Wheeler
Portfolio Manager
Chris is a Portfolio Manager for the Leveraged Global Opportunity Fund, based in our Seattle office. Within LGO, he has shared responsibility for investment research, portfolio construction and allocation, trading, risk management, and investment technology.
Prior to joining Merriman in 2022, Chris spent over 15 years working in the hedge fund industry in New York, San Francisco, and London. He has managed portfolios across a wide array of asset classes and investing styles.
Chris received his BA in Economics from Yale University in 2004, where he was the captain of the skeet and trap team, competing for three years at the ACUI Collegiate Clay Target Championships. After college, he bicycled from Connecticut to Seattle to raise money for Habitat for Humanity.
A Seattle native, Chris lives in Seattle with his corgi, Gary. Away from work, Chris enjoys running marathons, cooking, and hoping for the return of the Seattle Supersonics.
Contact Chris
Supreme Court Upholds Washington State Capital Gains Tax – What You Need To Know
On March 24, 2023, the Washington State Supreme Court ruled in favor of a state capital gains tax, which was originally passed in 2021 to take effect starting January 1, 2022. The state will continue as planned and collect the tax due for tax year 2022, leaving just a few short weeks to file a return and pay the tax (the federal tax return filing deadline lands on April 18 this year). With the clouds of uncertainty dispersed, it’s important for Washington residents to understand what is at play.
Can You Afford to Spend More and Give More? You Might Be Surprised by the Answer!
What I didn’t realize when I started my career was just how difficult it can be for clients to feel comfortable spending money and giving away their wealth to family or charities they feel good about (and the regret that can come later in life by these decisions). Whether you are currently retired, soon to be retired, or just looking ahead to the future, you can learn about options and make smart decisions that may enable you to spend more and give more.
The SVB Bank Collapse and What It Means For You
The speed at which the SVB collapse happened showed us what a run looks like in an age when information travels almost instantaneously and money can be requested from anywhere via a simple request from a phone. Here are some insights from Merriman Chief Investment Officer, Kristi de Grys.
