Wilshire Associates:
A Leading Investment Management Firm
Recently Released!!!
Date Published: November 4, 2024
Summary PowerPoint Deck: 41 Slides
Reference PowerPoint Deck: 41 Slides
Wilshire Associates was founded by Dennis Tito in 1972. Wilshire Associates is based in Santa Monica, CA. Wilshire Associates has nine offices, 300 employees, 500 clients, $120 billion assets under management, and $1.4 trillion assets under management & advisement. Wilshire Associates is led by its CEO Andy Stewart, Deputy CEO Jason Schwarz, & Chief Operating Officer Scott Condron. Wilshire Associates is privately owned. Its website can be found at www.wilshire.com.
This research addresses the key historical phases of Wilshire Associates, including:
Its profile includes detailed outlines of its core businesses, including:
Date Published: November 4, 2024
Summary PowerPoint Deck: 41 Slides
Reference PowerPoint Deck: 41 Slides
Wilshire Associates was founded by Dennis Tito in 1972. Wilshire Associates is based in Santa Monica, CA. Wilshire Associates has nine offices, 300 employees, 500 clients, $120 billion assets under management, and $1.4 trillion assets under management & advisement. Wilshire Associates is led by its CEO Andy Stewart, Deputy CEO Jason Schwarz, & Chief Operating Officer Scott Condron. Wilshire Associates is privately owned. Its website can be found at www.wilshire.com.
This research addresses the key historical phases of Wilshire Associates, including:
- Early Phase
- Middle Phase
- CC Capital Partners & Motive Partners Phase
Its profile includes detailed outlines of its core businesses, including:
- Wilshire Consulting
- Wilshire Funds Management
- Wilshire Private Markets
- Wilshire Analytics
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
