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 Acts as Closed-End Investment Fund/Investment Trust | 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 offers a variety of investment strategies to diversify client’s securities portfolios. | Fondateur | 30/10/2023 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Carol Jean Wildermuth
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wildermuth Endowment Fund
Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Pacific Lutheran University
Pacific Lutheran University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kalos Management, Inc.
Kalos Management, Inc. Investment ManagersFinance Kalos Management offers a variety of investment strategies to diversify client’s securities portfolios. | Finance |
Wildermuth Securities LLC | |
Kingdom Investments LLC |
















