![John W. Wilson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. John W.
Wilson is Vice President & Securities Analyst at Oakwood Capital Management LLC (California).
He has been with Oakwood Capital Management since 1998, immediately after the firm’s formation.
His current responsibilities as Vice President – Securities Analyst (Equity Department) and member of the investment management team include investing and managing equity and balanced portfolios, tracking and analyzing stocks, and trading equities and mutual funds.
Prior to joining the Equity Department, Mr. Wilson had several assignments, including the set-up of the firm’s information technology system, disaster recovery program, compliance reporting and marketing reports and materials.
Before joining Oakwood, he was employed by RNC Capital Management Co. in its Information Technology Department.
In 2002, he completed a second certification course offered at UCLA and earned the Professional Designation in Systems Analysis to complement his Professional Designation in Microcomputer and Local Area Network Support.
He received his BS from the University of California, Los Angeles.
Anciens postes connus de John W. Wilson
Sociétés | Poste | Fin |
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Oakwood Capital Management LLC (California)
![]() Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Analyst-Equity | 08/07/2021 |
RNC Capital Management LLC
![]() RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Corporate Officer/Principal | - |
Formation de John W. Wilson
University of California, Los Angeles | Undergraduate Degree |
Expériences
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Entreprise privées | 2 |
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Oakwood Capital Management LLC (California)
![]() Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
RNC Capital Management LLC
![]() RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Finance |