- (626) 796-6622
- info@firstwilshire.com
First Wilshire has attracted and retained talented individuals with diverse experience. The average tenure of our staff is 16 years, and the average tenure for our Portfolio Managers is 23 years. All Portfolio Managers are both Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. The common thread among our staff is a passion for value investing and a commitment to providing exceptional client service.
Portfolio Manager
President & CEO
Portfolio Manager
Chairman
Portfolio Manager
Head of Trading
Portfolio Manager
Chief Operating Officer
Chief Compliance Officer
Senior Vice President
Client Services Director
Trader
Operations Assistant
First Wilshire has been serving high-net-worth individuals and institutional investors since 1977. Guided by the value investing philosophy, we seek to identify companies with great prospects at an attractive price.
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First Wilshire Securities Management, Inc
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