Teams at Wilshire

Develop and execute West Coast intermediary distribution strategies across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Build executive relationships, secure platform approvals, drive model portfolio and investment solution adoption, grow assets and revenue, and expand enterprise partnerships. Collaborate with investment, alternatives, OCIO, retirement, wealth solutions, research, field sales, and relationship management teams. Represent Wilshire at conferences, due diligence meetings, platform events, and executive client engagements.

Develops strategic distribution relationships across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems in the Midwest. Drives adoption and growth of model portfolios, multi-asset and alternative investment solutions, manager research, and enterprise capabilities. Builds regional and account growth strategies, secures platform approvals, expands advisor engagement and asset flows, partners cross-functionally on integrated solutions, and represents the firm in executive and industry engagements.

Leads strategic distribution and national accounts across broker-dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Develops West Coast growth strategies, expands platform relationships, drives model portfolio and investment solution adoption, and grows assets, revenue, advisor engagement, and enterprise partnerships. Partners with investment, alternatives, OCIO, retirement, wealth solutions, and research teams while representing Wilshire in executive client and industry engagements.