David Wheeler

Managing Director

Vice President

Mr. Wheeler received a B.S. in Business Economics from Rutgers University in 2014 and has been working in municipal finance since 2015, beginning while he was on the Interest Rate Sales desk at Morgan Stanley. There, he was an analyst who covered many types of derivative products ranging from Cross Currency Swaps, Credit Default Swaps to Interest Rate Swaps, Swaptions and US Treasuries. The exposure to this array of financial products sparked his interest in municipal structured finance, and shortly thereafter, Mr. Wheeler joined Swap Financial Group. Since joining Swap Financial Group in 2016, Mr. Wheeler has had his hand in developing the strategy, negotiating and executing over 200 Interest Rate Derivative transactions, both under the Freddie Mac and Fannie Mae programs, as well as non-agency lenders, with our many Real Estate clients.

Mr. Wheeler is a registered Municipal Advisor, having completed the Municipal Securities Rulemaking Board (MSRB) Series 50 exam for Municipal Advisor Representative.