Our mission is to build long-term wealth for our clients.
WELCOME
Wilkinson Global Asset Management is an independent investment advisory and asset management firm serving taxable and tax-exempt clients worldwide since 1972.
We employ a global, core, quality-oriented, and concentrated investment philosophy.
What We Do
We manage long-term investment portfolios for individuals, families, foundations, endowments, and trusts.
![](https://assets-global.website-files.com/632b2f2ce3d1d8f059a0976c/6334a9ed977ab406344d1f67_black-bg-glow-1.png)
![](https://assets-global.website-files.com/632b2f2ce3d1d8f059a0976c/6335b2e78eaf374e05ce34a2_black-bg-glow-2b.png)
Who We Are
We are a dedicated team with decades of investment and client service experience.
Els Badushov
Vice President of Operations and Partner
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2ad0afaf63b658c5a6f4_Els-B.jpg)
Billy Cacsire
Associate, Operations and Trading
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2ade9ed4e547c64f860a_Billy-C.jpg)
Ryan Dodge
Securities Analyst
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2b9d8791b764b541605e_Ryan-Dodge.jpg)
Daniel Grimm
Associate, Operations and Trading
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2bf4e9575c7b572853b1_Daniel-G.jpg)
Juerg Grimm
Portfolio Manager, Securities Analyst and Partner
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2c1d91dfa711792a3131_Juerg-G.jpg)
Gina Kowal
Office Manager and Administrative Support
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2c5f67fd8f6282667fc9_Gina-K.jpg)
Rosa Lourenco
Manager, Finance and Human Resources
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2c92dca18a0f7196feb0_Rosa-L.jpg)
Arthur Nadyrbekov
Analyst, Finance and Operations
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2cb4ed8f00cb89c0dd3f_Arthur-N.jpg)
Sandy Pang
Manager, Client Services
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2cdc08c47a790fc8ba07_Sandy-P.jpg)
Deena Singh
Associate, Client Services
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2cf5f48ee5f0e3d53605_Deena-S.jpg)
Bill Welsh
Portfolio Manager, Securities Analyst and Partner
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2d247d69f6a7550b6a25_Bill-W.jpg)
Charles Wilkinson
Chief Operating Officer, Chief Compliance Officer, Head Trader
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2d4908c47ad5e6c8bcf4_Charles-Wilkinson.jpg)
Don Wilkinson
Chairman, Chief Executive Officer, Lead Portfolio Manager
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2d9a4b6599705c11d737_Don-Wilkinson.jpg)
Mac Wilkinson
Securities Analyst
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2ddf8587d32447f40bf4_Mac-Wilkinson.jpg)
Els Badushov
Vice President of Operations and Partner
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2ad0afaf63b658c5a6f4_Els-B.jpg)
Billy Cacsire
Associate, Operations and Trading
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2ade9ed4e547c64f860a_Billy-C.jpg)
Ryan Dodge
Securities Analyst
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2b9d8791b764b541605e_Ryan-Dodge.jpg)
Daniel Grimm
Associate, Operations and Trading
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2bf4e9575c7b572853b1_Daniel-G.jpg)
Juerg Grimm
Portfolio Manager, Securities Analyst and Partner
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2c1d91dfa711792a3131_Juerg-G.jpg)
Gina Kowal
Office Manager and Administrative Support
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2c5f67fd8f6282667fc9_Gina-K.jpg)
Rosa Lourenco
Manager, Finance and Human Resources
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2c92dca18a0f7196feb0_Rosa-L.jpg)
Arthur Nadyrbekov
Analyst, Finance and Operations
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2cb4ed8f00cb89c0dd3f_Arthur-N.jpg)
Sandy Pang
Manager, Client Services
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2cdc08c47a790fc8ba07_Sandy-P.jpg)
Deena Singh
Associate, Client Services
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2cf5f48ee5f0e3d53605_Deena-S.jpg)
Bill Welsh
Portfolio Manager, Securities Analyst and Partner
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2d247d69f6a7550b6a25_Bill-W.jpg)
Charles Wilkinson
Chief Operating Officer, Chief Compliance Officer, Head Trader
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2d4908c47ad5e6c8bcf4_Charles-Wilkinson.jpg)
Don Wilkinson
Chairman, Chief Executive Officer, Lead Portfolio Manager
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2d9a4b6599705c11d737_Don-Wilkinson.jpg)
Mac Wilkinson
Securities Analyst
![](https://assets-global.website-files.com/6335c8996782970e71b85b77/638e2ddf8587d32447f40bf4_Mac-Wilkinson.jpg)