Always putting the client first

Management Team

Robert J. Grunzinger, CFA, CPA (inactive) – Chief Compliance Officer

Bob

Mr. Grunzinger, a CFA Charterholder and licensed CPA (inactive), prior to starting Wheelhouse Securities Corp., served in the following capacities with a self clearing firm and/or its affiliates: Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Chief Investment Officer, Treasurer, Board Member, and Financial and Operations Principal. Bob currently holds the Series 7, 24, 27, 63 and 65 licenses with FINRA. Mr. Grunzinger holds a B.S. in Accounting and Business Administration from the University of Kansas.

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David Pickerill – Municipal Securities Principal

David

Mr. Pickerill has been actively involved in the municipal bond business since 1970. He was the underwriter at Mercantile Trust Company for 18 years starting as the syndicate manager and graduating to manager of the St. Louis and New York underwriting offices. David left to work in a family-owned firm, The Heitner Corporation, to underwrite revenue bonds for their mutual fund and for resale by their brokers. Mr. Pickerill was graduated from the University of Illinois with a B. S. in Finance. He is also a graduate of the Public Finance Institute at the University of Michigan. He is a Registered Representative, Municipal Securities Principal and a Government Securities Principal.

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Investment Professionals

Bill Howard – Vice President – Investments

Bill

Bill Howard has been a licensed Series 7 registered representative since 1993. Before joining Wheelhouse Securities, he was a registered representative with A.G. Edwards & Sons and Wells Fargo Advisors in St. Louis. Bill graduated from Johns Hopkins University where he received his B.A. in International Studies with a concentration in International Economics. He currently lives in Clayton with his wife and two children.

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Larry Callahan – First Vice President – Research

Mr. Callahan, prior to joining Wheelhouse was managing proprietary assets for a local broker/dealer. Prior to his broker/dealer employment, Mr. Callahan was a portfolio manager at Lindner Funds from 1991-1997, where he managed a portfolio of equities as well as high yield securities. In 1994, Mr. Callahan brought one of the first long/short mutual funds - Lindner Bulwark Fund - to market. Mr. Callahan holds a BSBA in Finance from the University of Missouri - Columbia.

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Contact Us

8235 Forsyth Blvd., Suite 200
St. Louis, MO 63105
United States of America

Phone: (314) 881-1850
Toll Free: (877) 558-4417

Fax: (314) 881-1868

Email: info@wheelhousesecurities.com