- (626) 796-6622
- info@firstwilshire.com
First Wilshire has attracted and retained talented individuals with diverse experience. The average tenure of our staff is 16 years, and the average tenure for our Portfolio Managers is 23 years. All Portfolio Managers are both Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) professionals. The common thread among our staff is a passion for value investing and a commitment to providing exceptional client service.
Portfolio Manager
President & CEO
Portfolio Manager
Chairman
Portfolio Manager
Head of Trading
Portfolio Manager
Chief Operating Officer
Chief Compliance Officer
Senior Vice President
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First Wilshire Securities Management, Inc
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President & CEO
Portfolio Manager
Chairman
Portfolio Manager
Scott joined First Wilshire as an analyst in 1993, was promoted to CEO in 2001, and became Chairman in 2019. Previously he worked as a supervisory analyst with Merrill Lynch in Hong Kong. Scott is a Chartered Financial Analyst® and a member of the CFA Institute. He is also a CFP® professional. He serves as a board member of The Mount Wilson Observatory and The Sierra Madre Mountain Conservancy. Scott holds a Bachelor of Science from The Stern School of Business at New York University.
Head of Trading
Portfolio Manager
Portfolio Manager
Chief Operating Officer
Chief Compliance Officer
Senior Vice President
Client Services Director
Trader
Operations Assistant