Carol Jean Wildermuth
Directeur/Membre du Conseil chez Wildermuth Endowment Fund
Profil
Carol Jean Wildermuth is the founder of Kalos Management, Inc. which was founded in 2004.
She held the title of Chief Financial Officer from 2004 to 2023.
Currently, she holds three jobs.
She is a Director at Kingdom Investments LLC since 2019.
She is a Trustee & Executive Vice President at Wildermuth Endowment Fund.
She is also the President of Wildermuth Securities LLC since 2017.
She has previously worked as a Principal at Morgan Stanley & Co. LLC.
Ms. Wildermuth has an undergraduate degree from Pacific Lutheran University.
Postes actifs de Carol Jean Wildermuth
| Sociétés | Poste | Début |
|---|---|---|
Wildermuth Endowment Fund
 Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. | Directeur/Membre du Conseil | - |
| Wildermuth Securities LLC | Directeur/Membre du Conseil | 01/01/2017 |
| Kingdom Investments LLC | Directeur/Membre du Conseil | 01/01/2019 |
Anciens postes connus de Carol Jean Wildermuth
| Sociétés | Poste | Fin |
|---|---|---|
Kalos Management, Inc.
 Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Fondateur | 30/10/2023 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formation de Carol Jean Wildermuth
| Pacific Lutheran University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Kalos Management, Inc.
Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Wildermuth Endowment Fund
Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. | Miscellaneous |
| Wildermuth Securities LLC | |
| Kingdom Investments LLC |
