![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
Portfolio Manager-Aktien bei
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.
Aktive Positionen von Connor Wilhelm
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.10.2023 |
Ehemalige bekannte Positionen von Connor Wilhelm
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Connor Wilhelm
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
17
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
