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Carol Jean Wildermuth
Director/Board Member at Wildermuth Endowment Fund
Carol Jean Wildermuth active positions
Companies | Position | Start | End |
---|---|---|---|
Wildermuth Endowment Fund
![]() Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. | Director/Board Member | - | - |
Corporate Officer/Principal | - | - | |
Wildermuth Securities LLC | Director/Board Member | 2016-12-31 | - |
Kingdom Investments LLC | Director/Board Member | 2018-12-31 | - |
Career history of Carol Jean Wildermuth
Former positions of Carol Jean Wildermuth
Companies | Position | Start | End |
---|---|---|---|
Kalos Management, Inc.
![]() Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Chief Operating Officer | 2003-12-31 | - |
Director of Finance/CFO | 2003-12-31 | 2023-10-29 | |
Founder | 2003-12-31 | 2023-10-29 | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | - |
Training of Carol Jean Wildermuth
Pacific Lutheran University | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Director/Board Member | 3 |
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Kalos Management, Inc.
![]() Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Wildermuth Endowment Fund
![]() Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. | Miscellaneous |
Wildermuth Securities LLC | |
Kingdom Investments LLC |