![Chris Wheaton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Chris Wheaton
Portföljförvaltare-Aktier på
Beacon Pointe Advisors LLC
Profil
Mr. Christopher C.
Wheaton, CPA, is a Partner & Managing Director at Beacon Pointe Advisors LLC.
He has over 25 years of experience in the investment industry, advising individuals, families, endowments, foundations, and retirement plans with a thoughtful, goals-based approach.
Mr. Wheaton joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management, where he had been a principal since 2001.
During his tenure at Litman Gregory, he also served as Co-CEO of the Litman Gregory companies and Managing Principal of the firm’s Investment Advisory business.
Prior to Litman Gregory, he was a Senior Manager at Arthur Andersen, serving clients in the Investment Advisory and Personal Financial Planning groups.
He holds a bachelor’s degree in accounting from the University of Illinois-Urbana-Champaign.
Aktiva positioner av Chris Wheaton
| Företag | Position | Start |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Portföljförvaltare-Aktier | 2025-12-31 |
Tidigare kända positioner av Chris Wheaton
| Företag | Position | Slut |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Verkställande Direktör | 2015-01-01 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Företagsledare/Principal | 1996-12-31 |
Chris Wheatons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
63
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
