Connor Wilhelm

Portfolio Manager-Equities at

Miracle Mile Advisors LLC

Finance

Consumer Services

Profile

Mr. John Charles C.
Wilhelm is a Director & Wealth Advisor at Composition Wealth LLC.
He works with clients to build tailored financial plans designed to enhance their financial picture through each phase of life.
Prior to joining Composition Wealth, Mr. Wilhelm worked in multiple roles at UBS.
Most recently, he was a Senior Wealth Strategy Associate where he helped develop customized wealth management plans for HNW and UHNW families.
He received his Bachelor’s degree from the California Lutheran University.

Connor Wilhelm active positions

Companies	Position	Start
Miracle Mile Advisors LLC Miracle Mile Advisors LLC Investment ManagersFinance Composition Wealth aims to develop a customized asset allocation for each client based on their specific risk/reward profile and investment goals. They use a blend of bottom-up security valuation analysis and top-down economic analysis when constructing portfolio allocations.	Portfolio Manager-Equities	30/09/2023

All active positions of Connor Wilhelm

Former positions of Connor Wilhelm

Companies	Position	End
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	30/09/2023

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Training of Connor Wilhelm

Experiences
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Linked companies

Private companies	3
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
California Lutheran University California Lutheran University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Miracle Mile Advisors LLC Miracle Mile Advisors LLC Investment ManagersFinance Composition Wealth aims to develop a customized asset allocation for each client based on their specific risk/reward profile and investment goals. They use a blend of bottom-up security valuation analysis and top-down economic analysis when constructing portfolio allocations.	Finance