About Isabelle Wheeler

Isabelle Wheeler, CFA, founder of Wheeler Consulting, LLC, and partner in Confidas Group LLC, has been a leader in International Private Banking for more than 30 years.  She has been involved in every aspect of wealth management at some of the most well-known financial institutions, primarily in the areas of investment advisory and marketing. She was named one of the Top 30 Most Influential Private Bankers by Terrapin in 2013, 2014 and 2016, and was recognized as one of the Women Leaders by Negocios magazine in 2014.

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.  Most importantly, Isabelle has been a Girl Scout troop leader for 12 years, guiding dozens of girls through many badges, journeys and higher award projects. Her passion is financial literacy, and she has developed a number of educational programs to help individuals of all ages learn about finance and investing.