Tony Wicklund
Gestionnaire de Portefeuille-Actions chez Wilshire Advisors LLC
Profil
Mr. Anthony R.
Wicklund is a Managing Director at Wilshire Advisors LLC.
He is a portfolio manager with Wilshire Funds Management.
He has more than 17 years of industry experience and is a portfolio manager for multi-manager portfolios, including target-risk, target-date, and alternative portfolios for a range of financial intermediary clients.
Prior to joining Wilshire Associates in 2013, Mr. Wicklund was the Director of Risk Management at Convergent Wealth Advisors, where he led the firm’s investment risk management and operational due diligence efforts.
Additionally, he served as chairman of the firm’s Risk Management Oversight Committee and was a voting member of the Investment Committee.
Previously, he was a senior analyst at Pacific Seafood where he evaluated acquisition targets, coordinated the integration of acquired companies, and performed internal operational audits and capital expenditure analyses.
Mr. Wicklund earned his BS in business administration, with a concentration in finance from the University of Oregon.
He also holds an MBA from the Marshall School of Business, University of Southern California, with a concentration in investments and financial markets.
He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, and is a member of the CFA Society of Los Angeles, CFA Institute, and CAIA Association.
Postes actifs de Tony Wicklund
| Sociétés | Poste | Début |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Tony Wicklund
| Sociétés | Poste | Fin |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | 01/09/2012 |
Pacific Seafood Group
 Pacific Seafood Group Food DistributorsDistribution Services Pacific Seafood Group engaged in the process and distribution of seafood product. It offer sea rocks, crabs, shellfish, Dungeness crabs, crabmeat, spiny lobster, mussels, oysters, scallops, trout, and tuna. The company was founded by Frank Dulcich abd Dominic Dulcich in 1941 and is headquartered in Clackamas, OR. | Corporate Officer/Principal | - |
Formation de Tony Wicklund
| University of Oregon | Undergraduate Degree |
| Marshall School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Pacific Seafood Group
Pacific Seafood Group Food DistributorsDistribution Services Pacific Seafood Group engaged in the process and distribution of seafood product. It offer sea rocks, crabs, shellfish, Dungeness crabs, crabmeat, spiny lobster, mussels, oysters, scallops, trout, and tuna. The company was founded by Frank Dulcich abd Dominic Dulcich in 1941 and is headquartered in Clackamas, OR. | Distribution Services |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
