About Me

I am an avid outdoorsman and enjoy sharing my passion for skiing, boating, hiking and offshore fishing with my three kids, Tillie, Mollie & Hunter.

John Wheeler

Investment Operations

Greensboro, NC | 336-230-1811


John is director of investment operations & trading. He has over 30 years of trading and operations experience as an OTC market-maker, head trader for a large mutual fund complex and COO of a regional registered investment advisor (RIA). John has served multiple terms on the Institutional Traders Advisory Committee at the NYSE and the Equity Traders Advisory Committee at the ICI – the trade group for the mutual fund industry. John has testified before Congress and the SEC on market structure initiatives shaping our equity markets.


BA – Economics, University of Wisconsin – Milwaukee

Credentials & Professional Associations

  • Past President – Milwaukee Bond Club

  • Past President – Security Traders Association of Wisconsin

  • NASDAQ Quality of Markets Committee