Teams at Wilshire

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.