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Profilo
Mr. John W.
Wilson is Vice President & Securities Analyst at Oakwood Capital Management LLC (California).
He has been with Oakwood Capital Management since 1998, immediately after the firm’s formation.
His current responsibilities as Vice President – Securities Analyst (Equity Department) and member of the investment management team include investing and managing equity and balanced portfolios, tracking and analyzing stocks, and trading equities and mutual funds.
Prior to joining the Equity Department, Mr. Wilson had several assignments, including the set-up of the firm’s information technology system, disaster recovery program, compliance reporting and marketing reports and materials.
Before joining Oakwood, he was employed by RNC Capital Management Co. in its Information Technology Department.
In 2002, he completed a second certification course offered at UCLA and earned the Professional Designation in Systems Analysis to complement his Professional Designation in Microcomputer and Local Area Network Support.
He received his BS from the University of California, Los Angeles.
Precedenti posizioni note di John W. Wilson
| Società | Posizione | Fine |
|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%. | Analyst-Equity | 08/07/2021 |
RNC Capital Management LLC
 RNC Capital Management LLC Investment ManagersFinance Genter Capital manages investments using the common stocks of large and medium-cap corporations, government fixed income, and investment grade corporate and municipal fixed income. | Corporate Officer/Principal | - |
Formazione di John W. Wilson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
19
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%. | Finance |
RNC Capital Management LLC
RNC Capital Management LLC Investment ManagersFinance Genter Capital manages investments using the common stocks of large and medium-cap corporations, government fixed income, and investment grade corporate and municipal fixed income. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
