Wealth Planning Analyst @ (July 2016 - January 2019)
Student-Athlete Academic Mentor @ (September 2015 - July 2016)
Deal Analysis Intern @ NCLUSIVE (July 2014 - November 2014)
Investment Banking Intern @ (August 2014 - October 2014)
Senior Wealth Strategy Associate @ (January 2019 - October 2023)
Chief Investment Officer @ (October 2013 - May 2014)
Intern @ (June 2012 - August 2012)
Connor Wilhelm Education
California Lutheran University
Bachelor’s Degree (Economics)
2013-2014
Santa Monica College
(Business Administration and Management, General)
2011-2012
University of Colorado Boulder 2010-2011
Hamilton High School
High School
2006-2010
Connor Wilhelm Summary
Connor Wilhelm, based in Los Angeles, CA, US, is currently a Director, Wealth Advisor at Composition Wealth. Connor Wilhelm brings experience from previous roles at UBS, UCLA, NCLUSIVE and Diamond Capital Advisors. Connor Wilhelm holds a 2013 - 2014 Bachelor’s Degree in Economics @ California Lutheran University. Connor Wilhelm has 3 emails and 2 mobile phone numbers on RocketReach.
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