Wilshire Associates Incorporated
Industry: Investment management company
DescriptionWilshire Associates, Inc. is an independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Headquarters: Santa Monica, CA Key person: Dennis Tito (founder) Founded: 1972 Number of employees: 350 Subsidiary: Wilshire Private Markets Group Type of business: Privately held company
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Wilshire Associates Incorporated Employees
Employee
Years
Job
Industry
Joseph D. DeVito Joseph D. DeVito's Wilshire Associates Incorporated Experience April 1998 - August 2008
Job Vice President at Trepp, LLC
Industry Financial Services
Experience
Trepp, LLC October 2012 - Present
DeVito Financial Services January 2009 - September 2012
Wilshire Associates Incorporated April 1998 - August 2008
Interactive Data - Formerly Capital Management Sciences (CMS) April 1996 - April 1998
MetLife Investment Management Corporation June 1993 - June 1996
MetLife September 1991 - June 1993
Skills
CMBS, Commercial Real Estate..., Fixed Income, Analytics, Performance Attribution, Financial Risk, Portfolio Management, Equities, Risk Management, Strategy, Investments, Financial Services, Asset Management, Bloomberg, Finance, Valuation, Asset Allocation, Financial Modeling, Securities, Financial Analysis, Financial Markets, Investment Strategies, Asset Managment, Trading
Education
State University of New York at Albany 1987 — 1991
BS, Economics and Finance
Atlantic School of Insurance
NJ Life, Health, Property & Casualty Licenses, Insurance, Financial Planning
Xaverian High School
Xaverian High School
Trepp, LLC October 2012 - Present
DeVito Financial Services January 2009 - September 2012
Wilshire Associates Incorporated April 1998 - August 2008
Interactive Data - Formerly Capital Management Sciences (CMS) April 1996 - April 1998
MetLife Investment Management Corporation June 1993 - June 1996
MetLife September 1991 - June 1993
Skills
CMBS, Commercial Real Estate..., Fixed Income, Analytics, Performance Attribution, Financial Risk, Portfolio Management, Equities, Risk Management, Strategy, Investments, Financial Services, Asset Management, Bloomberg, Finance, Valuation, Asset Allocation, Financial Modeling, Securities, Financial Analysis, Financial Markets, Investment Strategies, Asset Managment, Trading
Education
State University of New York at Albany 1987 — 1991
BS, Economics and Finance
Atlantic School of Insurance
NJ Life, Health, Property & Casualty Licenses, Insurance, Financial Planning
Xaverian High School
Xaverian High School
Nancy Van Rooy Nancy Van Rooy's Wilshire Associates Incorporated Experience March 1991 - Present
Job Accounting Manager at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates Incorporated March 1991 - Present
Education
Santa Monica College
AA, Accounting
Wilshire Associates Incorporated March 1991 - Present
Education
Santa Monica College
AA, Accounting
Peter Matheos Peter Matheos's Wilshire Associates Incorporated Experience November 1999 - August 2010
Job Executive Vice President, Head of Portfolio Analytics and Model Validation at PIMCO
Industry Financial Services
Experience
PIMCO September 2010 - Present
Wilshire Associates Incorporated November 1999 - August 2010
Towers Perrin July 1998 - November 1999
Education
University of California, Los Angeles 1994 — 1998
Ph.D., Mathematics
The University of Chicago 1989 — 1993
B.A., Mathematics
Phillips Exeter Academy 1986 — 1989
PIMCO September 2010 - Present
Wilshire Associates Incorporated November 1999 - August 2010
Towers Perrin July 1998 - November 1999
Education
University of California, Los Angeles 1994 — 1998
Ph.D., Mathematics
The University of Chicago 1989 — 1993
B.A., Mathematics
Phillips Exeter Academy 1986 — 1989
Stacey Morin, MBA Stacey Morin, MBA's Wilshire Associates Incorporated Experience August 2001 - February 2009
Job Director, Group Finance Manager & Controller at MUFG Union Bank
Industry Financial Services
Experience
MUFG Americas Union Bank (UnionBanc Investment Services) February 2009 - Present
Wilshire Associates Incorporated August 2001 - February 2009
JNL April 2000 - January 2001
Bayview Capital Corp. formerly Franchise Mortgage Acceptance Company March 1998 - April 2000
Bronson Methodist Hospital January 1996 - March 1998
Skills
Controller, Accounting, Financial Analysis, Budgeting, Financial Forecasting, Management reporting, Monthly Reporting, Monthly Closing, General Ledger, Regulatory Reporting, FINRA, Private Equity, FINRA Series 99, Finance, Sox Testing
Education
California State University-Northridge 2005 — 2007
MBA (Master's of Business Administration), Finance
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration, Accounting
Western Michigan University 1989 — 1991
Business Administration
Plymouth- Canton/ Plymouth Salem High School 1986 — 1989
Diploma, College Prep
MUFG Americas Union Bank (UnionBanc Investment Services) February 2009 - Present
Wilshire Associates Incorporated August 2001 - February 2009
JNL April 2000 - January 2001
Bayview Capital Corp. formerly Franchise Mortgage Acceptance Company March 1998 - April 2000
Bronson Methodist Hospital January 1996 - March 1998
Skills
Controller, Accounting, Financial Analysis, Budgeting, Financial Forecasting, Management reporting, Monthly Reporting, Monthly Closing, General Ledger, Regulatory Reporting, FINRA, Private Equity, FINRA Series 99, Finance, Sox Testing
Education
California State University-Northridge 2005 — 2007
MBA (Master's of Business Administration), Finance
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration, Accounting
Western Michigan University 1989 — 1991
Business Administration
Plymouth- Canton/ Plymouth Salem High School 1986 — 1989
Diploma, College Prep
Jack Saunders Jack Saunders's Wilshire Associates Incorporated Experience August 1986 - October 2008
Job Principal at RCAM
Industry Financial Services
Experience
RCAM November 2008 - Present
Wilshire Associates Incorporated August 1986 - October 2008
The Balcor Company June 1985 - September 1985
Dean Witter Reynolds Inc. 1983 - August 1984
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Financial Management and Statistics
University of California, Berkeley 1979 — 1983
BS, Finance and Accounting
Northgate High School 1978 — 1979
High School Diploma
RCAM November 2008 - Present
Wilshire Associates Incorporated August 1986 - October 2008
The Balcor Company June 1985 - September 1985
Dean Witter Reynolds Inc. 1983 - August 1984
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Financial Management and Statistics
University of California, Berkeley 1979 — 1983
BS, Finance and Accounting
Northgate High School 1978 — 1979
High School Diploma
Karyn Williams's Wilshire Associates Incorporated Experience January 2005 - January 2013
Job Chief Investment Officer at Farmers Insurance Group of Companies
Industry Financial Services
Experience
Farmers Insurance Group of Companies September 2015 - Present
Farmers Insurance Group of Companies February 2013 - Present
Wilshire Associates Incorporated January 2005 - January 2013
Wilshire Associates Incorporated January 2001 - December 2004
Claremont Graduate University July 1998 - June 2001
Skills
Public Speaking, Strategy Development, Asset Allocation, Investment Strategies, Institutional..., Investments, Alternative Investments, Analytics, Asset Management, Bonds, Capital Markets, Derivatives, Due Diligence, Corporate Finance, Finance, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Risk Management, Strategy, Management, Equities, Series 7, Insurance, Financial Markets, Pensions, Emerging Markets, Valuation, Mutual Funds, Private Equity, Bloomberg, Equity Research, Fund Of Funds, Venture Capital, Consulting
Education
Arizona State University
PhD, Finance, Economics
Farmers Insurance Group of Companies September 2015 - Present
Farmers Insurance Group of Companies February 2013 - Present
Wilshire Associates Incorporated January 2005 - January 2013
Wilshire Associates Incorporated January 2001 - December 2004
Claremont Graduate University July 1998 - June 2001
Skills
Public Speaking, Strategy Development, Asset Allocation, Investment Strategies, Institutional..., Investments, Alternative Investments, Analytics, Asset Management, Bonds, Capital Markets, Derivatives, Due Diligence, Corporate Finance, Finance, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Risk Management, Strategy, Management, Equities, Series 7, Insurance, Financial Markets, Pensions, Emerging Markets, Valuation, Mutual Funds, Private Equity, Bloomberg, Equity Research, Fund Of Funds, Venture Capital, Consulting
Education
Arizona State University
PhD, Finance, Economics
Mike Martini, CFA's Wilshire Associates Incorporated Experience July 1991 - August 1993
Job Director, RQA Cash at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
GE Asset Management March 2008 - May 2014
Ceres Capital Partners LLC March 2006 - January 2008
Pacific Investment Management Company July 1996 - March 2004
Pacific Investment Management Company July 1995 - July 1996
Pacific Investment Management Company August 1993 - July 1995
Wilshire Associates Incorporated July 1991 - August 1993
Skills
Fixed Income, Portfolio Management, Trading, Investments, Securities, Asset Allocation, Mutual Funds, Money Market, Financial Risk, Bloomberg, Structured Products, Derivatives, Capital Markets, Credit, High Yield, Government Agencies, Short-term, US Treasuries, Treasury, Finance, Cash Management, Asset Management, Investment Management, Financial Markets, ABS
Education
University of California, San Diego 1989 — 1991
MA, Applied Mathematics
University of California, Berkeley 1984 — 1988
BA, Applied Mathematics
BlackRock June 2014 - Present
GE Asset Management March 2008 - May 2014
Ceres Capital Partners LLC March 2006 - January 2008
Pacific Investment Management Company July 1996 - March 2004
Pacific Investment Management Company July 1995 - July 1996
Pacific Investment Management Company August 1993 - July 1995
Wilshire Associates Incorporated July 1991 - August 1993
Skills
Fixed Income, Portfolio Management, Trading, Investments, Securities, Asset Allocation, Mutual Funds, Money Market, Financial Risk, Bloomberg, Structured Products, Derivatives, Capital Markets, Credit, High Yield, Government Agencies, Short-term, US Treasuries, Treasury, Finance, Cash Management, Asset Management, Investment Management, Financial Markets, ABS
Education
University of California, San Diego 1989 — 1991
MA, Applied Mathematics
University of California, Berkeley 1984 — 1988
BA, Applied Mathematics
Jim Jacques's Wilshire Associates Incorporated Experience August 1987 - August 2004
Job President at United Virtual Office
Industry Executive Office
Experience
United Virtual Office July 2011 - Present
Finacorp Securities June 2005 - June 2010
Finacorp Securites June 2005 - June 2010
Finacorp Securities January 2005 - June 2010
Wilshire Associates Incorporated August 1987 - August 2004
Finacorp January 1987 - January 2004
William O’Neil & Company August 1983 - August 1987
Cantor Fitzgerald January 1985 - January 1987
William O Neil January 1983 - January 1985
Skills
Equities, Fixed Income, Trading, Bonds, Series 7
Education
University of Southern California - Marshall School of Business 1975 — 1980
Business
University of Southern California
B.S, Business Management
United Virtual Office July 2011 - Present
Finacorp Securities June 2005 - June 2010
Finacorp Securites June 2005 - June 2010
Finacorp Securities January 2005 - June 2010
Wilshire Associates Incorporated August 1987 - August 2004
Finacorp January 1987 - January 2004
William O’Neil & Company August 1983 - August 1987
Cantor Fitzgerald January 1985 - January 1987
William O Neil January 1983 - January 1985
Skills
Equities, Fixed Income, Trading, Bonds, Series 7
Education
University of Southern California - Marshall School of Business 1975 — 1980
Business
University of Southern California
B.S, Business Management
Hongan Chen's Wilshire Associates Incorporated Experience June 2004 - October 2005
Job Software Development Engineer in Test
Industry Computer Software
Experience
Microsoft 2005 - November 2012
Wilshire Associates Incorporated June 2004 - October 2005
Skills
Software Development, Software Design, Distributed Systems, Software Engineering, Object Oriented Design, Design Patterns, Algorithms, C#, Visual Studio, C++, C, SQL, Agile Methodologies, .NET, Java, Performance Testing, Test Automation, Scalability
Education
University of California, Irvine 2002 — 2004
MS, ECE
Microsoft 2005 - November 2012
Wilshire Associates Incorporated June 2004 - October 2005
Skills
Software Development, Software Design, Distributed Systems, Software Engineering, Object Oriented Design, Design Patterns, Algorithms, C#, Visual Studio, C++, C, SQL, Agile Methodologies, .NET, Java, Performance Testing, Test Automation, Scalability
Education
University of California, Irvine 2002 — 2004
MS, ECE
Hui Chen's Wilshire Associates Incorporated Experience June 2012 - September 2012
Job Quantitative Developer
Industry Capital Markets
Experience
Merrill Lynch May 2013 - Present
Wilshire Associates Incorporated June 2012 - September 2012
Shenyin & Wanguo Securities February 2011 - December 2011
Skills
Time Series Analysis, Matlab, C++, Python, Stochastic Calculus, Portfolio Management, Financial Engineering, Statistical Modeling, Quantitative Trading, QuantLib, Boost
Education
UCLA Anderson School of Management 2011 — 2012
Master of Financial Engineering, Finance
Shanghai Jiao Tong University 2007 — 2011
Bachelor of Engineering, Automation Engineering
Merrill Lynch May 2013 - Present
Wilshire Associates Incorporated June 2012 - September 2012
Shenyin & Wanguo Securities February 2011 - December 2011
Skills
Time Series Analysis, Matlab, C++, Python, Stochastic Calculus, Portfolio Management, Financial Engineering, Statistical Modeling, Quantitative Trading, QuantLib, Boost
Education
UCLA Anderson School of Management 2011 — 2012
Master of Financial Engineering, Finance
Shanghai Jiao Tong University 2007 — 2011
Bachelor of Engineering, Automation Engineering
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Franklin Templeton Investments
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Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group