
Philip Wilson
Mr. Wilson holds degrees in Finance and Philosophy from St. Louis University. He has been in the... | Los Angeles County, California, United States
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Philip Wilson’s Emails pw****@ad****.com
Philip Wilson’s Phone Numbers 1800480****
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Philip Wilson’s Location Los Angeles County, California, United States
Philip Wilson’s Expertise Mr. Wilson holds degrees in Finance and Philosophy from St. Louis University. He has been in the investment business for 49 years and has provided investment strategy and related advice to, among others, Sears Pension, Allstate Insurance, Bank of America, and The University of Chicago. He has developed some of the most powerful investment tools currently available including performance evaluation, portfolio analysis, portfolio optimization, wealth accumulation, retirement planning, portfolio hypotheticals and mutual fund hypotheticals programs. Mr. Wilson is listed in Barron's Who's Who In America's Pacific Rim as a recognized specialist in portfolio optimization methodologies, has been a guest lecturer on asset allocation and investment strategies throughout the United States, Europe and Australia and was recognized by Investment Advisor Magazine for his contribution to the financial services industry in promoting Modern Portfolio Theory. Mr. Wilson has also written or co-authored articles for the Journal of Accountancy, Investment Management & Research, Wealth Magazine, Financial Advisor Magazine and Investment Advisor Magazine, has been widely quoted in many other investment books and news publications and most recently was a guest on CNN.
Philip Wilson’s Current Industry Advisoryworld
Philip
Wilson’s Prior Industry
Burnham
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Advisoryworld
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Work Experience

Advisoryworld
President and CEO
Tue Sep 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Burnham
VP Insituttional Services (Chicago)
Mon Jan 01 1973 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 1975 00:00:00 GMT+0000 (Coordinated Universal Time)