Mary Wuilloud
Registered Investment Advisor @Mw Investment Advisor
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WORK HISTORY
Registered Investment Advisor @Mw Investment Advisor
She develops and manages core portfolios for her clients based on customized asset allocations as determined by clients’ personal circumstances. Core portfolios consist of diversified companies across industries. Equities are chosen based upon attractive valuations within their industry peer group and favorable prospects for future growth. When investing in debt securities, Mary considers only investment grade bonds, unless the client requests and has an advanced understanding of risks with non-investment grade bonds. Mary’s investment success and high integrity reputation has resulted in long-standing relationships.
EDUCATION
University of Southern California
Bachelor of Arts, Psychology
UCLA
Bachelor of Science (BS), Nursing
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Marketing
SKILLS
ABOUT MARY WUILLOUD
KEY BUSINESS EXPERTISE • Entrepreneurial: self-starter, can manage all aspects of new…
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