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Debra Wilkens

Debra Wilkens

Founding Partner and Portfolio Manager at Private Wealth Asset Management, LLC

Austin, TX , United States

About

Debra Wilkens, CFA, is a Founding Partner and Senior Portfolio Manager at Private Wealth Asset Management, LLC, located in Austin, TX. In her current role, she leads the development and management of customized investment portfolios tailored to the unique objectives of high-net-worth individuals, families, foundations, and endowments. She is an active member of the firm's investment committee, where she helps guide portfolio strategy and risk management decisions.

Debra has over a decade of experience in the investment management industry, including previous roles as Senior Vice President - Investment Strategist and Investment Manager at Wells Fargo. Her sector expertise encompasses multi-asset portfolios, with deep experience in public and private equities, fixed income, and alternative investments, focused on delivering portfolio solutions for sophisticated wealth management needs.

She earned her Bachelor of Arts, Summa Cum Laude and Valedictorian, in Business Administration and Political Science from Baylor University, and holds the Chartered Financial Analyst (CFA) designation. Debra is recognized for her rigorous approach to portfolio construction and her commitment to personalized, fiduciary-driven client service.

Career History

OrganizationRoleDate RangeDetails
Private Wealth Asset ManagementFounding Partner and Portfolio ManagerOct 2021 to Present
As Founding Partner and Portfolio Manager at Private Wealth Asset Management (PWAM), I create and nurture long-term client relationships while increasing their financial portfolio success. ══ PROACTIV...
Wells FargoSenior Vice President - Investment StrategistAug 2013 to Oct 2021
As Senior Vice President - Investment Strategist at Wells Fargo Bank, I provided a holistic investment approach to High-Net-Worth clients. ══ INSIGHTFUL ═ At Wells Fargo, I managed significant client ...
Wells FargoInvestment ManagerOct 2008 to Aug 2013
Wells Fargo Private BankManaging Director - Senior Investment StrategistAug 2013 to Oct 2021

Education

Baylor University

Bachelor of Arts (B.A.), Political Science, Business Administration and Management, General

2002 2006

Skills & Expertise

Financial Analysis
Banking
Finance
Risk Management
Financial Modeling
Credit
Asset Management
Financial Services
Equities
Investment Management
Portfolio Management
Management
Microsoft Excel
Strategic Planning
Strategy

Others at Private Wealth Asset Management, LLC (7)

NameRoleLocation
Bryan Jarman
Bryan Jarman
Partner, Portfolio ManagerMidland, TX , United States
Jeff Steiner
Jeff Steiner
Partner, Senior Portfolio ManagerSt. Louis, MO , United States
Tyler Schlumpf
Tyler Schlumpf
Partner, Senior Portfolio ManagerOmaha, NE , United States
Beth Rodriguez
Beth Rodriguez
Investment Research AnalystMarion, IA , United States
Brett Halley
Brett Halley
Chief Investment OfficerIA , United States
Cfp® Leslie Miller
Cfp® Leslie Miller
Partner, Senior Portfolio ManagerOmaha, NE , United States
Katherine Johnson
Katherine Johnson
Investment Research AnalystSan Antonio, TX , United States

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