![Connor Wilhelm](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>)
Connor Wilhelm
Gestionnaire de Portefeuille-Actions chez
Miracle Mile Advisors LLC
Profil
Mr. John Charles C.
Wilhelm is a Director & Wealth Advisor at Composition Wealth LLC.
He works with clients to build tailored financial plans designed to enhance their financial picture through each phase of life.
Prior to joining Composition Wealth, Mr. Wilhelm worked in multiple roles at UBS.
Most recently, he was a Senior Wealth Strategy Associate where he helped develop customized wealth management plans for HNW and UHNW families.
He received his Bachelor’s degree from the California Lutheran University.
Postes actifs de Connor Wilhelm
| Sociétés | Poste | Début |
|---|---|---|
Miracle Mile Advisors LLC
 Miracle Mile Advisors LLC Investment ManagersFinance Composition Wealth aims to develop a customized asset allocation for each client based on their specific risk/reward profile and investment goals. They use a blend of bottom-up security valuation analysis and top-down economic analysis when constructing portfolio allocations. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
Anciens postes connus de Connor Wilhelm
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 01/10/2023 |
Formation de Connor Wilhelm
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
17
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
California Lutheran University
 California Lutheran University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miracle Mile Advisors LLC
Miracle Mile Advisors LLC Investment ManagersFinance Composition Wealth aims to develop a customized asset allocation for each client based on their specific risk/reward profile and investment goals. They use a blend of bottom-up security valuation analysis and top-down economic analysis when constructing portfolio allocations. | Finance |
