Wealthmate

People

Jarrod Wilcox

Jarrod Wilcox, PhD, CFA is President of Wilcox Investment, Inc., an SEC-registered investment adviser. Educated at MIT (PhD, SM, SB), he began his professional career as a member of the faculty at MIT’s Sloan School of Management, and then as a management consultant, both with the Boston Consulting Group and with his own firm.

Jarrod was subsequently a practicing portfolio manager for two decades, managing both institutional and taxable accounts. He served as head of international investments (for Batterymarch), chief investment officer (for Colonial Management Associates), as director of global equity investments, director of research and director of currency (for PanAgora). Since December 2001, he has been a private investment adviser, emphasizing the relative importance of client-centered risk and tax management.

He is a frequent speaker and contributor to professional publications, and serves on the editorial board of the Journal of Portfolio Management.

PK Shiu

PK Shiu has developed and deployed investment software all over the world. As CTO of AdvisorTech, Inc., he led a global team to deploy a investment platform for independent advisors in Japan, Korea and Germany. As founder of Imperial Consulting, Inc., he was one of the original designers for the CHANNEL platform for Fidelity Investments' Advisor group.

Active in the web technology and social media space, Mr. Shiu often presents technology topics at user groups and conferences.

PK has an MBA from Boston University and a Computing Science Degree from Imperial College of Science, Technology and Medicine in the UK.