Who We Are
We are a dedicated team with decades of investment and client service experience. Individually and collectively, we are singularly focused on the needs of our clients.
Why us
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.
Gina Kowal
Office Manager and Administrative Support
Professional Experience
- Henri Bendel
- Loewe
- Asprey
- Wilkinson O’Grady & Co.
- Fiera Capital
Gina entered the financial services industry and joined the firm in 2005.
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.
