Alex Wheelan is a Senior Vice President, Senior Relationship Manager of Greenstone Equity Partners.
Mr. Wheelan brings over 20 years of experience in the asset management and wealth management industry, specializing in wholesale, private banking, and intermediary distribution.
Prior to joining Greenstone, Mr. Wheelan worked at DWS Group, which manages over €900 billion in AUM. He focused on DWS’ distribution of Xtrackers, one of Europe’s largest issuers of exchange-traded funds and mandates. Mr. Wheelan was responsible for developing and managing relationships with discretionary and portfolio managers and independent financial advisers.
Prior to this, Mr. Wheelan worked in business development for Vanguard Asset Management, the world’s second-largest asset manager with over $9 trillion AUM. He played a key role in expanding Vanguard’s presence in the UK, raising over GBP 3 billion in assets from the wholesale and retail advice market.
Mr. Wheelan’s earlier career includes roles at M&G Investments, Barclays Wealth, and Aviva Investors, where he distributed a broad range of investment and insurance products to a variety of clientele.
Mr. Wheelan holds multiple industry qualifications, including a Diploma in Financial Planning and certifications in discretionary management and securities and dealing from the Chartered Insurance Institute (CII). He is also an associate member of the Chartered Institute for Securities and Investments (CISI).