Tony Wicklund

Tony Wicklund

Gestore di Portafoglio-Azioni presso Wilshire Advisors LLC

Finance
Consumer Services
Distribution Services

Profilo

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.

Posizioni attive di Tony Wicklund

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2013
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Precedenti posizioni note di Tony Wicklund

SocietàPosizioneFine
Corporate Officer/Principal 01/09/2012
Corporate Officer/Principal -
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Formazione di Tony Wicklund

University of Oregon Undergraduate Degree
Marshall School Masters Business Admin

Esperienze
Posizioni ricoperte

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Aziende private

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Relazioni

36

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5

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Donna

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Aziende private3

Finance

Distribution Services

Finance

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