![Carol Wikle](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Carol Wikle
Membre du Comité d'Investissement chez
Mirador Capital Partners LP
Profil
Ms. Carol A. Wikle is a Principal at Mirador Capital Partners LP.
She is an investment professional with over 20 years of experience.
She works with clients to collaborate with their tax and legal advisors for efficient implementation of their goals and plans.
Prior to Mirador Capital Partners, Ms. Wikle was Financial Advisor, Associate Vice President in The Garman Group at Morgan Stanley.
She began her career as a Financial Advisor at Merrill Lynch in 1999, building her own practice until joining The Garman Group in 2006 at Merrill Lynch.
She received her undergraduate degree from California State University-East Bay.
Postes actifs de Carol Wikle
| Sociétés | Poste | Début |
|---|---|---|
Mirador Capital Partners LP
 Mirador Capital Partners LP Investment ManagersFinance Mirador is an active investor which implements top-down fundamental analysis. Their proprietary portfolios are internally managed with a disciplined due diligence process and commitment to research. The firm invests their own money in the same portfolios they recommend to clients. | Membre du Comité d'Investissement | 01/07/2013 |
Anciens postes connus de Carol Wikle
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
iCapital Alternative Investments LLC
 iCapital Alternative Investments LLC Investment ManagersFinance iCapital creates, manages and/or advises a variety of alternative investment vehicles. The firm seeks to implement strategies that are designed to meet the investment objectives of its clients and to minimize potential losses. | Corporate Officer/Principal | - |
Formation de Carol Wikle
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
iCapital Alternative Investments LLC
iCapital Alternative Investments LLC Investment ManagersFinance iCapital creates, manages and/or advises a variety of alternative investment vehicles. The firm seeks to implement strategies that are designed to meet the investment objectives of its clients and to minimize potential losses. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
California State University-East Bay
 California State University-East Bay Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mirador Capital Partners LP
Mirador Capital Partners LP Investment ManagersFinance Mirador is an active investor which implements top-down fundamental analysis. Their proprietary portfolios are internally managed with a disciplined due diligence process and commitment to research. The firm invests their own money in the same portfolios they recommend to clients. | Finance |
