Kevin Michael Wilcox

Gestionnaire de Portefeuille-Actions chez First American Trust Co.

Profil

Mr. Kevin M.
Wilcox, CFA, is a Senior Vice President & Senior Portfolio Manager at First American Trust Co. He brings over 28 years of investment and portfolio management experience to his role as Senior Portfolio Manager.
As a portfolio manager, he works closely with his clients to understand their unique goals and aspirations, cash flow needs, risk tolerance and tax situation to tailor a portfolio specific to each of his client's investment objectives.
Prior to joining First American Trust in 1998, Mr. Wilcox worked for Fixed-Income Securities, Inc./Bond Express L.P.
at a bond trading desk where he traded fixed-income securities including investment-grade and high-yield corporate bonds, collateralized mortgage obligations, and U.S.
government and municipal securities.
He was also a commissioned artillery officer in the United States Marine Corps and traveled throughout the Far East during his term of service.
Formerly, as Lead Analyst for the financial sector his duties included working with banks, brokers and asset managers.
Mr. Wilcox earned a Bachelor of Arts in Economics from the University of Southern California.
He is a Chartered Financial Analyst and member of the CFA Society of Los Angeles and the CFA Institute.

Postes actifs de Kevin Michael Wilcox

Sociétés	Poste	Début
First American Trust Co.	Gestionnaire de Portefeuille-Actions	01/01/1998