Ryan Wheeler, CFA in

Ryan Wheeler, CFA

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Chief Investment Officer at Friedenthal Financial, LLC
📍 Greater Philadelphia, United States

Ryan Wheeler is the Chief Investment Officer at Friedenthal Financial and the Co-Founder and CTO of the FinTech company Tolerisk. A CFA Charterholder, he specializes in leveraging technology for investment management and risk analysis. He graduated summa cum laude from Drexel Universitys LeBow College of Business.

Outside of his dual professional roles, Ryan lives in the Philadelphia suburbs with his wife and two children. He is an avid golfer and a self-described "long-suffering Philadelphia sports fan," enjoying his time on the course and following local teams.

His unique position as both a CIO and a FinTech CTO gives him a rare blend of financial and technological expertise.

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Experience
18 Years
Current Role
Chief Investment Officer
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Ryan cares about

Investment Risk
He co-founded and serves as CTO for Tolerisk, a software platform designed specifically to help advisors quantify client investment risk.
FinTech Innovation
His dual roles as a wealth management CIO and the CTO of a FinTech firm highlight his deep involvement in applying technology to finance.
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Career

Work history

3-2019
Chief Investment Officer
Friedenthal Financial, LLC
5-2015
Chief Technology Officer
Tolerisk
2010 - 3-2019
Portfolio Manager
Friedenthal Financial, LLC
8-2009 - 2-2010
Investment Advisor Representative
MetLife
3-2008 - 9-2008
Equity Research Intern
The Haverford Trust Company
In the press

Media appearances

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Education
2005 - 2009
BSBA
Drexel University's LeBow College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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