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Ryan Wheeler CFA

Chief Investment Officer at Friedenthal Financial, LLC
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Email: ****n@tolerisk.com
LinkedIn: Ryan Wheeler, CFA
Location: Greater Philadelphia
Current employer:
Friedenthal Financial, LLC
Current title:
Chief Investment Officer
Last updated: 08/07/2026 15:03 PM
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About

Ryan Wheeler CFA is from Greater Philadelphia. Ryan is currently Chief Investment Officer at Friedenthal Financial, LLC. Ryan also works as Chief Technology Officer at Tolerisk, a job Ryan has held since May 2015. In Ryan's previous role as a Portfolio Manager at Friedenthal Financial, LLC, Ryan worked in until Mar 2019. Prior to joining Friedenthal Financial, LLC, Ryan was a Investment Advisor Representative at MetLife and held the position of Investment Advisor Representative. Prior to that, Ryan was a Equity Research Intern at The Haverford Trust Company from Mar 2008 to Sep 2008. Ryan started working as Portfolio Management Intern at Penn Capital Management in Mar 2007.

You can find Ryan Wheeler CFA's email on finalScout.com. FinalScout is a popular professional database with more than 500 million business professionals and over 200 million company profiles.

Ryan Wheeler CFA's current jobs
Company: Friedenthal Financial, LLC
Title: Chief Investment Officer
Period: Mar 2019 - Present (7 years, 4 months)
Company: Tolerisk
Title: Chief Technology Officer
Period: May 2015 - Present (11 years, 2 months)

Tolerisk® is an analytical tool used by all types of Financial Professionals to help their clients figure out how much risk to take in their investment portfolio.

Ryan Wheeler CFA's past jobs
Company: Friedenthal Financial, LLC
Title: Portfolio Manager
Period: Jan 2010 - Mar 2019 (9 years, 2 months)
Company: MetLife
Title: Investment Advisor Representative
Period: Aug 2009 - Feb 2010 (6 months)
Company: The Haverford Trust Company
Title: Equity Research Intern
Period: Mar 2008 - Sep 2008 (6 months)
Company: Penn Capital Management
Title: Portfolio Management Intern
Period: Mar 2007 - Mar 2008 (1 year)
Ryan Wheeler CFA's education
BSBA
2005 - 2009
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