Teams at Wilshire

Leads strategic distribution and business development across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems in the Midwest. Builds enterprise relationships, drives platform approvals and adoption of model portfolios, multi-asset and alternative investment solutions, and grows assets, revenue, and advisor engagement. Partners with investment, research, alternatives, and wealth solutions teams, develops account strategies, supports field sales, and represents Wilshire at industry and executive events.