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Debra Wilkens
Founding Partner and Portfolio Manager at Private Wealth Asset Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Private Wealth Asset Management | Founding Partner and Portfolio Manager | Oct 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 Fargo | Senior Vice President - Investment Strategist | Aug 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 Fargo | Investment Manager | Oct 2008 to Aug 2013 | — |
| Wells Fargo Private Bank | Managing Director - Senior Investment Strategist | Aug 2013 to Oct 2021 | — |
Education
Baylor University
Bachelor of Arts (B.A.), Political Science, Business Administration and Management, General
2002 — 2006
Skills & Expertise
Others at Private Wealth Asset Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Partner, Portfolio Manager | Midland, TX , United States | |
| Partner, Senior Portfolio Manager | St. Louis, MO , United States | |
| Partner, Senior Portfolio Manager | Omaha, NE , United States | |
| Investment Research Analyst | Marion, IA , United States | |
| Chief Investment Officer | IA , United States | |
| Partner, Senior Portfolio Manager | Omaha, NE , United States | |
| Investment Research Analyst | San Antonio, TX , United States |
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| Name | Role | Fund | Location |
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| Managing Partner | Wealthplan Investment Management, LLC | Sioux City, IA , United States | |
R Robert Taylor | Managing Partner | Wealthplan Investment Management, LLC | Allendale, NJ , United States |