Wilshire Associates
Anthony Wicklund, CFA, CAIA, serves as Managing Director and Portfolio Manager at Wilshire since January 2013, overseeing over $65 billion in tailored investment portfolios for financial intermediaries. Prior experience includes serving as Vice President and Portfolio Manager at Convergent Wealth Advisors, where Anthony led qualitative risk management efforts and crafted customized portfolios for ultra high net worth clients. Additional roles encompassed Associate Director and Senior Research Associate at Pacific Seafood, focusing on private company acquisitions, and a position as Mutual Fund Lead at Union Bank. Anthony holds an MBA in Investments & Financial Markets from USC Marshall School of Business and a B.S. in Business Administration from the University of Oregon.
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Wilshire Associates
Wilshire Associates, Inc. is an independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base.