Els Badushov

Vice President of Operations and Partner

Professional Experience

  • Fiserv Securities
  • Lord Abbett & Co.
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Science, Pennsylvania State University
  • Master of Business Administration, Felician University

Els entered the financial services industry in 2003 and joined the firm in 2005.

Billy Cacsire

Associate, Operations and Trading

Professional Experience

  • AllianceBernstein
  • State Street
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Business Administration, Fordham University

Billy entered the financial services industry in 2006 and joined the firm in 2015.

Ryan Dodge

Securities Analyst

Professional Experience

  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Science, University of Virginia
  • Chartered Financial Analyst

Ryan entered the financial services industry and joined the firm in 2014.

Daniel Grimm

Associate, Operations and Trading

Professional Experience

  • Globe Tax Services

Education and Professional Designations

  • Bachelor of Science, Seton Hall University
  • Master of Science, University of Notre Dame

Daniel entered the financial services industry in 2015 and joined the firm in 2019.

Juerg Grimm

Portfolio Manager, Securities Analyst and Partner

Professional Experience

  • Hypothekar- und Handelsbank Winterthur
  • Swiss Bank Corporation
  • SBC Portfolio Management International
  • Swiss Helvetia Fund
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Science, Swiss School of Business Administration

Juerg entered the financial services industry in 1978 and joined the firm in 1993.

Rosa Lourenco

Manager, Finance and Human Resources

Professional Experience

  • Peppercomm
  • META Solutions
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Science, Caldwell University

Rosa entered the financial services industry and joined the firm in 2006.

Arthur Nadyrbekov

Analyst, Finance and Operations

Professional Experience

  • Besser
  • Natural Foods
  • Fiera Capital
  • CBRE

Education and Professional Designations

  • Bachelor of Science, Russian Presidential Academy of National Economy and Public Administration

Arthur entered the financial services industry in 2016 and joined the firm in 2022.

Sandy Pang

Manager, Client Services

Professional Experience

  • State Street
  • J. & W. Seligman Co.
  • Lazard Asset Management
  • IDG Enterprise
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Science, Bentley University

Sandy entered the financial services industry in 2005 and joined the firm in 2012.

Deena Singh

Associate, Client Services

Professional Experience

  • Women in Business Network
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Business Administration, Hunter College

Deena entered the financial services industry and joined the firm in 2000.

Bill Welsh

Portfolio Manager, Securities Analyst and Partner

Professional Experience

  • Westinghouse Electric
  • Resource Planning Associates
  • Sanford C. Bernstein & Co.
  • J.P. Morgan Investment Management
  • Tiger Management
  • Dionis Capital
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Science in Engineering, University of Pennsylvania
  • Master of Business Administration, Harvard Business School

Bill entered the financial services industry in 1983 and joined the firm in 2008.

Charles Wilkinson

Chief Operating Officer, Chief Compliance Officer, Head Trader

Professional Experience

  • HR Group
  • Oppenheimer Management
  • Bear Stearns
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Arts, Denison University
  • Master of Business Administration, University of Virginia

Charles entered the financial services industry in 1992 and joined the firm in 2000.

Don Wilkinson

Chairman, Chief Executive Officer, Lead Portfolio Manager

Professional Experience

  • CML Group
  • Chase Manhattan Corporation
  • Wilkinson O’Grady & Co.
  • Fiera Capital

Education and Professional Designations

  • Bachelor of Arts, Washington & Lee University
  • Master of Business Administration, University of Virginia
  • Chartered Financial Analyst

Don entered the financial services industry in 1991 and joined the firm in 1994.

Mac Wilkinson

Securities Analyst

Professional Experience

  • Offit Capital

Education and Professional Designations

  • Bachelor of Arts, University of Virginia
  • Chartered Financial Analyst

Mac entered the financial services industry in 2014 and joined the firm in 2019.

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.

OUR INVESTMENT PHILOSOPHY

What We Do

We manage long-term investment portfolios for individuals, families, foundations, endowments, and trusts.

Investment

Advisory

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Asset

Management

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Who We Are

We are a dedicated team with decades of investment and client service experience.

MEET THE TEAM

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

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

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

WHY us

We help clients achieve their long-term investment goals.

LEarn more

SWIPE FOR MORE

01

Experience

We have a 50-year track record of building long-term wealth for clients.

02

Execution

We employ a clearly defined investment philosophy and a disciplined research and portfolio construction process.

03

Service

We provide comprehensive and personalized client service.

04

Culture

We have a client-first culture.

GLOBAL   •   CORE   •   QUALITY   •   CONCENTRATED   •   
GLOBAL   •   CORE   •   QUALITY   •   CONCENTRATED   •   
GLOBAL   •   CORE   •   QUALITY   •   CONCENTRATED   •   
GLOBAL   •   CORE   •   QUALITY   •   CONCENTRATED   •   
GLOBAL   •   CORE   •   QUALITY   •   CONCENTRATED   •   
GLOBAL   •   CORE   •   QUALITY   •   CONCENTRATED   •   
GLOBAL   •   CORE   •   QUALITY   •   CONCENTRATED   •   
GLOBAL   •   CORE   •   QUALITY   •   CONCENTRATED   •   

437 Madison Avenue