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