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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 |
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First American Trust Co.
![]() First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Gestionnaire de Portefeuille-Actions | 01/01/1998 |
Formation de Kevin Michael Wilcox
University of Southern California | Undergraduate Degree |
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Entreprise privées | 1 |
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First American Trust Co.
![]() First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |