Brad Wheeler

President, Managing Director @Shaker Investments, Llc

Cleveland, OH, US

Repositions and scales the boutique asset management firm, specializing in small-cap, all-cap, and long/short equity strategies. Catalyzes pivotal business transformation across investment operations, sales culture, and market positioning while driving significant institutional client growth. 3x Morningstar 4-Star ratings upgrades AdvisorHub Recognition Weatherhead 100 Enterprise Award Top 200 Fastest Growing Advisors : Institutionalizes operating cadence and processes; implements CRM systems, governance structures, compliance, and risk management. Secured GIPS® compliance and positioned the firm for endowment and foundation investment. Chairs the Corporate Steering Committee, Research Committee, Corporate Direction Committee, Talent Selection Committee, and Research Committee, driving long-term success.+: Doubled AUM through expanding platforms, disciplined sales, channel partnerships, and marketing strategies targeting consultants, endowments, family offices, and wealth managers. Establishes an incentive-driven sales framework, fueling new business generation and a sales culture where 80% of employees contribute to measurable growth: Elevates the firm’s reputation in a competitive asset management industry. Built first-ever institutional-grade marketing collateral and digital presence to bolster credibility and expand market reach. Secures national speaking engagements and podcast features: Oversees firmwide operations, compliance, insurance, HR, and market expansion; positions for HNW advisory and foundation partnerships. Defines growth strategy with long-term vision and investor expectations.

Miami University

Bachelor of Arts, BA, Liberal Arts and Public Finance

Weatherhead School of Management at Case Western Reserve University

Master of Business Administration, MBA, Finance