Carol Wikle
Membre du Comité d'Investissement chez 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.
Postes actifs de Carol Wikle
| Sociétés | Poste | Début |
|---|---|---|
Mirador Capital Partners LP
 Mirador Capital Partners LP Investment ManagersFinance Mirador Capital Partners LP (Mirador) is an independent registered investment advisor headquartered in Pleasanton, California. The firm was founded by Don C. Garman in 2013. Mirador provides individuals and other types of clients with a wide array of investment advisory services. | Membre du Comité d'Investissement | 01/07/2013 |
Anciens postes connus de Carol Wikle
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
iCapital Alternative Investments LLC
 iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Corporate Officer/Principal | - |
Formation de Carol Wikle
| California State University-East Bay | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Mirador Capital Partners LP
Mirador Capital Partners LP Investment ManagersFinance Mirador Capital Partners LP (Mirador) is an independent registered investment advisor headquartered in Pleasanton, California. The firm was founded by Don C. Garman in 2013. Mirador provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
iCapital Alternative Investments LLC
iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Finance |
