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Charles M. Stunkard, CFA
Managing Director
Charley joined Wilshire Associates in 1996
and is responsible for consulting and client service related to Wilshire Consulting’s
investment technology products. His current responsibilities also include directing
analytical product development of Wilshire Compass. He is a frequent contributor at
conferences on topics such as Strategic Asset Allocation, Risk Management, Investment
Structure Implementation, and Active vs. Passive Management.
Prior to joining Wilshire, he was Director of Finance and Assistant Treasurer at the
University of Pittsburgh where his responsibilities included the management of the
University’s Endowment and Operating Funds, and overseeing the institution’s tax-exempt
financings.
Charley has over 25 years of investment and investment operations experience. He
earned a BS in Finance from the Pennsylvania State University, is a Chartered Financial
Analyst, a member of the CFA Institute, and the Pittsburgh Society of Financial Analysts.
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Michael S. Tudor, CFA
Vice President
Mike joined Wilshire in 1997 and joined the Wilshire Compass
client service team in our Pittsburgh office in 2001. His
primary focus is providing consultative client service support
for Wilshire Compass clients and ongoing product development.
Before joining the Wilshire
Compass group, he spent over 2 years in the firm’s Fund
Management Group, providing client service and manager
research expertise for the firm’s discretionary and
non-discretionary clients in building customized fund-of-fund
portfolios. Prior to that assignment, Mike provided on-site
consulting support to the one of the firm’s largest consulting
relationships.
Mike received a B.S. in
Business Administration from the University of Delaware and an
M.B.A. in Finance and Accounting from the Owen Graduate School
of Management at Vanderbilt University. Mike is also a
Chartered Financial Analyst, a member of the CFA Institute,
and the Pittsburgh Society of Financial Analysts.
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Chris Tessman
Vice President
Chris joined Wilshire in 2000 and has been a member of the
Wilshire Compass client service team since 2002. Chris
previously managed the Wilshire Compass operations staff which
is responsible for the data collection process from
institutional money managers and various mutual fund
providers.
Today, as a full time member of the client service staff, he
focuses a majority of his time helping clients use Wilshire
Compass to work through and solve various investment topics
and problems. In addition to his client service role, he also
provides oversight to the ongoing development efforts of the
Wilshire Compass software.
Chris earned his B.S. in Business
Administration from the University of Southern California.
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Ali Kazemi
Vice President
Ali joined Wilshire in 2001 working in product development and
quality assurance with Wilshire's Total Fund Analytic products
the Wilshire Spectrum and the Wilshire iQuantum. From 2006
through 2009 he was based in Wilshire’s London office
coordinating the client servicing support for the Total Fund
Analytics clients in Europe.
Ali currently provides key
analytical and consulting support for Wilshire Consulting Risk
Management and Compass clients and coordinates the groups’
operations and data management areas.
Ali received a B.S. in Management
Science from the University of California, San Diego and is
currently a CFA Level 1 Candidate.
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Joel Reyes
Senior Associate
Joel joined Wilshire in 2007 as a Project Manager in the Wilshire
Compass group. In 2009, Joel joined the client servicing
support team.
Before joining the Wilshire
Compass group, he spent over 15 years at Citigroup both as a
developer and a Project Manager. His main responsibility was
the U.S. Consumer internet banking system.
Joel received a B.S. in
Electrical Computer Engineering from the University of
California, Irvine. |
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