![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
Medlem av Investeringskommittén på
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.
Aktiva positioner av Carol Wikle
| Företag | Position | Start |
|---|---|---|
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. | Medlem av Investeringskommittén | 2013-07-01 |
Tidigare kända positioner av Carol Wikle
| Företag | Position | Slut |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/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. | Företagsledare/Principal | - |
Carol Wikles utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
4
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
