Eric Wheeler

last updated 11/21/2017

Eric M. Wheeler

Senior Financial Analyst at Pacific Gas And Electric Company

Location:
851 HOWARD ST, San Francisco, California, United States
HQ Phone:
(415) 267-7000

General Information

Experience

Customer Advocate - Vocalnet, LLC

Portfolio Manager - First and Main Financial

Financial Manager - Turnaround Situation - Local Cafe

Market Maker - Pacific Exchange Inc

Education

BS - finance , The University of San Francisco

Affiliations

Board Member - Piedmont Soccer Club

Recent News  

Advisors | First & Main Financial

Eric Wheeler, CFA
Eric believes that investing in a diversified portfolio with a long-term perspective will yield the best results. Knowing a client's current financial position, what their goals are, and then acting to position them for success are the pillars of prudent financial management. Eric brings 25+ years of investing experience to the FAM team. Having always been interested in investing, Eric crafted a career touching diverse areas of the investment world. After a short stint in the Coast Guard, Eric worked at the Pacific Stock Exchange eventually managing his own book of option and equity positions. Eventually his career led him to PG&E Corporation where he worked on a team managing pension, medical, and benefit assets totaling $15billion. Most recently, Eric has been involved in a variety of early stage businesses. Seeking to broaden his investment acumen, Eric embarked on a course of study to secure the Chartered Financial Analyst designation. The CFA program requires passing 3 annual examinations, adherence to a code of ethics and standards, and having 4 years work experience with direct involvement in the investment decision-making process. He received the right to use the designation in 2006. When he's not investing, Eric enjoys soccer. He has coached numerous youth teams and has been active on the board of the Piedmont Youth Soccer Club. Cooking, golf, and playing with his children takes up the rest of his free time. Eric holds a BS in finance, summa cum laude, from The University of San Francisco. Eric joined First and Main in February 2016.

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