Carol Jean Wildermuth
Directeur/Membre du Conseil chez Wildermuth Endowment Fund
Postes actifs de Carol Jean Wildermuth
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - | - |
Corporate Officer/Principal | - | - | |
Wildermuth Securities LLC | Directeur/Membre du Conseil | 01/01/2017 | - |
Kingdom Investments LLC | Directeur/Membre du Conseil | 01/01/2019 | - |
Historique de carrière de Carol Jean Wildermuth
Anciens postes connus de Carol Jean Wildermuth
Sociétés | Poste | Début | 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. | Directeur des opérations | 01/01/2004 | - |
Directeur Financier/CFO | 01/01/2004 | 30/10/2023 | |
Fondateur | 01/01/2004 | 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 |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Director/Board Member | 3 |
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
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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 |
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