Our mission is to build long-term wealth for our clients.
WELCOME
Wilkinson Global Asset Management is an independent investment advisory and asset management firm serving taxable and tax-exempt clients worldwide since 1972.
We employ a global, core, quality-oriented, and concentrated investment philosophy.
What We Do
We manage long-term investment portfolios for individuals, families, foundations, endowments, and trusts.
Who We Are
We are a dedicated team with decades of investment and client service experience.
Els Badushov
Vice President of Operations and Partner
Billy Cacsire
Associate, Operations and Trading
Ryan Dodge
Securities Analyst
Daniel Grimm
Associate, Operations and Trading
Juerg Grimm
Portfolio Manager, Securities Analyst and Partner
Gina Kowal
Office Manager and Administrative Support
Rosa Lourenco
Manager, Finance and Human Resources
Arthur Nadyrbekov
Analyst, Finance and Operations
Sandy Pang
Manager, Client Services
Deena Singh
Associate, Client Services
Bill Welsh
Portfolio Manager, Securities Analyst and Partner
Charles Wilkinson
Chief Operating Officer, Chief Compliance Officer, Head Trader
Don Wilkinson
Chairman, Chief Executive Officer, Lead Portfolio Manager
Mac Wilkinson
Securities Analyst
Els Badushov
Vice President of Operations and Partner
Billy Cacsire
Associate, Operations and Trading
Ryan Dodge
Securities Analyst
Daniel Grimm
Associate, Operations and Trading
Juerg Grimm
Portfolio Manager, Securities Analyst and Partner
Gina Kowal
Office Manager and Administrative Support
Rosa Lourenco
Manager, Finance and Human Resources
Arthur Nadyrbekov
Analyst, Finance and Operations
Sandy Pang
Manager, Client Services
Deena Singh
Associate, Client Services
Bill Welsh
Portfolio Manager, Securities Analyst and Partner
Charles Wilkinson
Chief Operating Officer, Chief Compliance Officer, Head Trader
Don Wilkinson
Chairman, Chief Executive Officer, Lead Portfolio Manager
Mac Wilkinson
Securities Analyst