Connor Wilhelm
Portefeuillebeheerder-Aandelen bij Miracle Mile Advisors LLC
Profiel
Mr. Connor Wilhelm is a Wealth Advisor at Miracle Mile Advisors LLC.
Prior to joining Miracle Mile, He 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.
Actieve functies van Connor Wilhelm
| Bedrijven | Functie | Begin |
|---|---|---|
Miracle Mile Advisors LLC
 Miracle Mile Advisors LLC Investment ManagersFinance Miracle Mile Advisors LLC (MMA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brock Moseley in 2007. MMA offers investment advisory services, which includes investment management, financial planning and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies and retirement plans. | Portefeuillebeheerder-Aandelen | 01-10-2023 |
Eerdere bekende functies van Connor Wilhelm
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-10-2023 |
Opleiding van Connor Wilhelm
| California Lutheran University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Miracle Mile Advisors LLC
Miracle Mile Advisors LLC Investment ManagersFinance Miracle Mile Advisors LLC (MMA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brock Moseley in 2007. MMA offers investment advisory services, which includes investment management, financial planning and retirement plan advisory services, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, insurance companies and retirement plans. | Finance |
