Investment Manager
Current
Jul 2024 - Present
AeroLeads people directory · profile
Mark Wheeler, Cfa, Fmva Email & Phone Number
Renewable investments and projects across the UK, Europe, US and Australia.
at
Asset Green
1 work email found
@lpl.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Renewable investments and projects across the UK, Europe, US and Australia.
Location
London, England, United Kingdom
Who is Mark Wheeler, Cfa, Fmva? Overview
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Quick answer
Mark Wheeler, Cfa, Fmva is listed as Renewable investments and projects across the UK, Europe, US and Australia. at Asset Green, based in London, England, United Kingdom. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Mark Wheeler, Cfa, Fmva.
Mark Wheeler, Cfa, Fmva previously worked as Investment Manager at Asset Green and Investment Associate at Asset Green. Mark Wheeler, Cfa, Fmva holds Ba (Hons), Politics, 2:1 from University Of Exeter.
Company email context
Email format at Asset Green
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*@lpl.com
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AeroLeads found 1 current-domain work email signal for Mark Wheeler, Cfa, Fmva. Compare company email patterns before reaching out.
Profile bio
About Mark Wheeler, Cfa, Fmva
British-American renewable investment professional with extensive global investment experience. Now specialising in renewable energy. UK and US citizen back in London after 10 years living and working in California. CFA Charterholder and Financial Modeling and Valuation Analyst. Lover of the outdoors!
Listed skills include Project Delivery, Marketing Communications, Public Relations, Analysis, and 14 others.
Current workplace
Mark Wheeler, Cfa, Fmva's current company
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8 roles
Mark Wheeler, Cfa, Fmva work experience
A career timeline built from the work history available for this profile.
Investment Associate
Dec 2023 - Jul 2024
Renewable Investment Analyst, Centrica Energy Assets
Investment valuation and financial analysis of large-scale solar, battery storage and hydrogen-ready peaker investments across the UK and Europe. Extensive experience valuing UK, Nordic, Italian and Belgian opportunities. In-depth understanding of renewable energy and power markets within these countries. Designed and built from scratch complex financial.
Sep 2022 - Dec 2023
Portfolio Manager
Meridian Investment Counsel, Inc.
Key member of a portfolio management team managing $500m for high-net-worth and institutional clients. Broad investment background covering US and international equities, debt securities and alternative investments. Personally managed approximately $5m with sole responsibility for investment decision-making. Supported three senior portfolio managers with.
Mar 2019 - Feb 2022
Analyst
Meridian Investment Counsel, Inc.
Led investment valuation and capital market analysis for senior portfolio managers. Managed communications with high-net-worth and corporate clients in the US and globally. Monitored and measured performance of approximately $500m AUM. Member of the Investment Committee. Assisted with the operational side of the business, including working closely with.
Mar 2017 - Mar 2019
Analyst, Overlay Portfolio Management Group
Equity, ETF and mutual fund trading of accounts on multiple investment platforms with a combined AUM of $70bn. Daily pre-trading portfolio and capital market analysis. Bespoke trading and operations for select wealth management firms. Generated and presented reports to senior management and clients. Helped manage the merger of external investment.
Jun 2015 - Jan 2017
Associate Service Consultant, Compliance
Responded to compliance questions and requests from LPL advisors and clients. Analysis and resolution of complex compliance situations. Provided advice on the suitability of investment products offered by LPL to clients. Developed a thorough understanding of numerous investment products and the surrounding regulations.
Jun 2014 - Jun 2015
Communications And Delivery Officer
Communications and project management role. Project managed the opening of brand new schools from scratch, part of high profile education reforms. Worked on the communications team promoting and defending government reforms and managing the reputation of the Department. Regularly briefed the Prime Minister, Secretary of State and Government Ministers in.
Sep 2009 - May 2013
1 education record
Mark Wheeler, Cfa, Fmva education
FAQ
Frequently asked questions about Mark Wheeler, Cfa, Fmva
Quick answers generated from the profile data available on this page.
What company does Mark Wheeler, Cfa, Fmva work for?
Mark Wheeler, Cfa, Fmva works for Asset Green.
What is Mark Wheeler, Cfa, Fmva's role at Asset Green?
Mark Wheeler, Cfa, Fmva is listed as Renewable investments and projects across the UK, Europe, US and Australia. at Asset Green.
What is Mark Wheeler, Cfa, Fmva's email address?
AeroLeads has found 1 work email signal at @lpl.com for Mark Wheeler, Cfa, Fmva at Asset Green.
Where is Mark Wheeler, Cfa, Fmva based?
Mark Wheeler, Cfa, Fmva is based in London, England, United Kingdom while working with Asset Green.
What companies has Mark Wheeler, Cfa, Fmva worked for?
Mark Wheeler, Cfa, Fmva has worked for Asset Green, Centrica, Meridian Investment Counsel, Inc., Lpl Financial, and Department For Education.
How can I contact Mark Wheeler, Cfa, Fmva?
You can use AeroLeads to view verified contact signals for Mark Wheeler, Cfa, Fmva at Asset Green, including work email, phone, and LinkedIn data when available.
What schools did Mark Wheeler, Cfa, Fmva attend?
Mark Wheeler, Cfa, Fmva holds Ba (Hons), Politics, 2:1 from University Of Exeter.
What skills is Mark Wheeler, Cfa, Fmva known for?
Mark Wheeler, Cfa, Fmva is listed with skills including Project Delivery, Marketing Communications, Public Relations, Analysis, Investments, Project Management, Strategy, and Policy.
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