Isabelle Wheeler, CFA, founder of Wheeler Consulting, LLC, has been a leader in International Private Banking for more than 30 years. During that time, she has been involved in every aspect of wealth management at some of the most well-known financial institutions, including Citibank, Chase Manhattan Bank, Banco Santander and BNP Paribas. Her career progressed from relationship manager, covering clients from virtually every region of South and Central America, to investment advisor, and eventually Director of Products and Services. She concluded her banking career as Director of Marketing and Sales, supervising the activities of a team of relationship managers.
Isabelle received a BA with Distinction from the University of Virginia, with a major concentration in Latin American Studies. She received the Chartered Financial Analyst (CFA) designation, and currently holds FINRA licenses 4, 7 and 24.
She has been an active Member of the Board of the Florida International Banker's Association (FIBA) for many years, and is the current Chairperson of the Women's Leadership Committee. Previously, she was President and Board Member of CFA Miami.
Isabelle was named one of the Top 30 Most Influential Private Bankers by Terrapin in both 2013 and 2014, and was recognized as one of the Women Leaders by Negocios magazine in 2014. She has been a panelist and speaker at industry conferences sponsored by FIBA, Terrapin, ACAMS and Latam Markets, among others.
