Anthony WicklundManaging Director, Investment Solutions at Wilshire Advisors, LLCSpeaker
Profile
Tony Wicklund is a Managing Director in the multi-asset portfolio management team at Wilshire Advisors. He oversees multi-manager, multi-asset class portfolios, including target-risk, target-date, thematic, and alternative investment portfolios for various financial intermediary clients. With more than 20 years of experience, his responsibilities include asset allocation, manager selection, portfolio construction, and risk monitoring for investment solutions designed for clients within the wealth channel. He is a voting member of several committees, including the Wilshire Investment Committee, Investment Strategy Committee, and Market Risk Committee.
Mr. Wicklund holds a bachelor's in business administration with a concentration in finance from the University of Oregon and an MBA with a focus on investments and financial markets from the University of Southern California. He is a Chartered Financial Analyst and Chartered Alternative Investment Analyst, and spent six years as a chapter executive for CAIA Southwest.
Agenda Sessions
The Private Wealth surge: Democratizing private markets
, 4:30pmView Session
