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Daniel Lloyd Wildermuth
Directeur Général chez
Wildermuth Asset Management LLC
Profil
Mr. Daniel L.
Wildermuth is a Portfolio Manager at Quartz Partners LLC, a Chief Executive Officer at Wildermuth Securities LLC, at Wildermuth Asset Management LLC, and at Kalos Capital, Inc., a Chairman, and a President & CEO at Wildermuth Endowment Fund.
He is on the Board of Directors at Clearsense LLC, Kingdom Investments LLC, VirTeca LLC, DSI Digital LLC, Waratek, Inc., Clear Guide Medical, Inc., Institutional Real Estate, Inc. and GigaPro, Inc.
Mr. Wildermuth was previously employed as a Chief Executive Officer & Chief Investment Officer by Wildermuth Advisory LLC, a Co-Founder & Chief Executive Officer by Kalos Management, Inc., and a Principal by Morgan Stanley & Co. LLC.
Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University.
Postes actifs de Daniel Lloyd Wildermuth
| Sociétés | Poste | Début |
|---|---|---|
Clear Guide Medical, Inc.
 Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Develops navigation technology devices for image fusion and augmented reality | Directeur/Membre du Conseil | 01/01/2016 |
Wildermuth Endowment Fund
 Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Directeur Général | - |
Kalos Capital, Inc.
 Kalos Capital, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Directeur Général | - |
Wildermuth Asset Management LLC
 Wildermuth Asset Management LLC Investment ManagersFinance Provides asset management services | Directeur Général | 01/01/2016 |
Waratek, Inc.
 Waratek, Inc. Packaged SoftwareTechnology Services Designs and develops redundant array independent servers technology | Directeur/Membre du Conseil | 01/01/2017 |
GigaPro, Inc.
 GigaPro, Inc. Information Technology ServicesTechnology Services Provides technology related services | Directeur/Membre du Conseil | - |
Wildermuth Securities LLC | Directeur Général | 01/01/2017 |
Institutional Real Estate, Inc.
 Institutional Real Estate, Inc. Financial ConglomeratesFinance Provides investment services | Directeur/Membre du Conseil | 01/01/2016 |
DSI Digital LLC
 DSI Digital LLC Packaged SoftwareTechnology Services Provides engineering and modeling software services | Directeur/Membre du Conseil | 01/01/2017 |
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Anciens postes connus de Daniel Lloyd Wildermuth
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Formation de Daniel Lloyd Wildermuth
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
55
Relations au 1er degré
18
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 18 |
|---|---|
Kalos Capital, Inc.
Kalos Capital, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
Clear Guide Medical, Inc.
Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Develops navigation technology devices for image fusion and augmented reality | Health Technology |
Wildermuth Endowment Fund
Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Institutional Real Estate, Inc.
Institutional Real Estate, Inc. Financial ConglomeratesFinance Provides investment services | Finance |
Kalos Management, Inc.
 Kalos Management, Inc. Investment ManagersFinance Kalos Management offers a variety of investment strategies to diversify client’s securities portfolios. | Finance |
Wildermuth Advisory LLC
 Wildermuth Advisory LLC Investment ManagersFinance Wildermuth Advisory aims to increase the potential for long-term growth while reducing near-term volatility through utilizing upper-tier traditional and non-traditional investments. The firm manages individual equities with a focus on value, growth, and blend as well as large-, mid-, and small-cap. In most circumstances, they employ fundamental research to select individual securities domestically and abroad. Wildermuth Advisory also provides fixed income management emphasizing diversification across different sectors, international opportunities, duration, and investment vehicles including individual bonds and ETFs. | Finance |
Quartz Partners LLC
 Quartz Partners LLC Investment ManagersFinance Provides investment advice | Finance |
Wildermuth Asset Management LLC
Wildermuth Asset Management LLC Investment ManagersFinance Provides asset management services | Finance |
Waratek, Inc.
Waratek, Inc. Packaged SoftwareTechnology Services Designs and develops redundant array independent servers technology | Technology Services |
DSI Digital LLC
DSI Digital LLC Packaged SoftwareTechnology Services Provides engineering and modeling software services | Technology Services |
Clearsense LLC
 Clearsense LLC Packaged SoftwareTechnology Services Develops data maturity and optimize analytics tools to health care professional | Technology Services |
Wildermuth Securities LLC | |
GigaPro, Inc.
GigaPro, Inc. Information Technology ServicesTechnology Services Provides technology related services | Technology Services |
VirTeca LLC
 VirTeca LLC Wholesale DistributorsDistribution Services Supplies parcel handling equipment | Distribution Services |
Kingdom Investments LLC |
