Our People
Donald M. WilkinsonChairman and Chief Investment Officer
Investment Analyst, Portfolio Manager
Mr. Wilkinson directs investment policy and chairs the Investment Committee. Before co-founding the firm in 1972, Mr. Wilkinson was Vice President and partner of New Court Securities Corporation which represented the Rothschild family in the United States; Vice President of Tsai Management & Research; and Latin American debt analyst and portfolio manager of the Keystone International Equity Fund. In 1987, he was a founder and Director of The Swiss Helvetia Fund (NYSE) and served as President from 1987-1994. Member of the CFA Institute and the New York Society of Security Analysts (NYSSA). Mr. Wilkinson received his BA from the Virginia Military Institute and his MBA from The Darden School of Graduate Business Administration, University of Virginia.
Donald M. Wilkinson, III, CFA
President and Chief Executive Officer
Investment Analyst, Portfolio Manager
Mr. Wilkinson, III manages global balanced, global equity and domestic equity portfolios and is a member of the Investment Committee. He joined the firm in 1994 after working two years in the corporate finance and derivatives groups at Chase Manhattan Bank and four years in a retailing subsidiary of the CML Group. As CEO, Mr. Wilkinson, III is responsible for the day-to-day management and strategic direction of the firm. He is also a member of the firm's Board of Directors. Mr. Wilkinson, III is a member of the NYSSA and the CFA Institute. He received his BA from Washington and Lee University and his MBA from The Darden Graduate School of Business Administration, University of Virginia.
Beverly T. O'Grady
Investment Analyst, Portfolio Manager
Mrs. O'Grady manages balanced, fixed income and growth portfolios and sits on the Investment Committee. Mrs. O'Grady joined the firm in 1973 and has been managing portfolios since 1978. In 1987, she was a founder of The Swiss Helvetia Fund. She is a member of the CFA Institute and NYSSA. Mrs. O'Grady received her BA from Saint Mary's College (Notre Dame) and an MA from Columbia University.
Juerg Grimm
Senior Vice President
Investment Analyst, Portfolio Manager
Mr. Grimm manages global balanced, global equity and international equity portfolios and is a member of the Investment Committee. Prior to joining the firm in 1993, Mr. Grimm managed international equities for U.S. and Canadian pension funds. He is a member of the CFA Institute and NYSSA. He is a graduate of the Commercial School of the Swiss Association for Business Administration.
David C. Johnson, Jr.
Head of Business Development
Investment Analyst, Portfolio Manager
Mr. Johnson is Head of Business Development and a member of the Investment Committee. He joined the firm in 2006. Mr. Johnson has been in the investment and financial services business for over two decades, beginning his career in fixed income at Salomon Brothers and, most recently, in venture capital and equity investing. Mr. Johnson is a graduate of the University of North Carolina at Chapel Hill and received his MBA from The Darden School of Graduate Business Administration, University of Virginia.
Nicholas Reitenbach
Investment Analyst, Portfolio Manager
Mr. Reitenbach manages international equity portfolios and is a member of the firm's Investment Committee. He joined the firm in 2007. Mr. Reitenbach has managed portfolios in international markets for over 30 years including positions as chief investment officer, global strategist and director of international investments. He is a Charter Member of the International Society of Financial Analysts, a member of the New York Society of Security Analysts and a member of the New York Association for International Investment. Mr. Reitenbach graduated from Cornell University with a Bachelors degree in Electrical Engineering. He also earned a Masters degree in Electrical Engineering from Polytechnic Institute of Brooklyn and was educated at NYU Graduate Business School, majoring in Portfolio Management and Security Analysis.
William J. Welsh
Director of Research
Investment Analyst, Portfolio Manager
Mr. Welsh manages global equity, global balanced and domestic equity portfolios. As a member of the Investment Committee he researches financial institutions. Prior to joining Wilkinson O'Grady, Mr. Welsh ran Dionis Capital LLC, a hedge fund focused on financial services, which he founded in 1999. Before founding Dionis Capital, he was Managing Director of research for Tiger Management. Prior to Tiger, Mr. Welsh spent 11 years with J.P. Morgan Investment Management where he researched and made portfolio recommendations on financial services companies in addition to serving as Director of Latin American Research. He began his investment career with Sanford C. Bernstein & Company. Member of the Board of Directors of the Tiger Foundation. B.S., Engineering, University of Pennsylvania; MBA, Harvard University.
R. Van Whisnand
Investment Analyst, Portfolio Manager
Mr. Whisnand manages global equity, domestic equity and balanced portfolios and is member of the Investment Committee. Prior to joining Wilkinson O'Grady, he was a Managing Partner at Osprey Partners Investment Management. Mr. Whisnand began his career with Stone & Webster, Incorporated where he was responsible for the firm's oil and gas exploration operations. He was a partner at Combined Capital Management and a Senior Vice President at Fox Asset Management, all involved in company analysis and portfolio management. He is a member of the New York Society of Security Analysts and the CFA Institute. Mr. Whisnand is a graduate of Brown University and received an MBA from The Darden Graduate School of Business Administration at the University of Virginia.
Priya P. Roop
Investment Analyst
Mrs. Roop joined the firm as a Securities Analyst in 2009. She is a member of the Investment Committee and works closely with the other members to develop and evaluate new investment opportunities for the firm's equity portfolios. Prior to joining the team, Mrs. Roop worked as an Investment Banking Analyst at Bear, Stearns & Co., where she specialized in financing and structuring transactions for healthcare companies and financial institutions. Subsequent to her tenure at Bear Stearns, she joined AlpInvest Partners, a Dutch-based private equity investment manager, as an Associate on its U.S. Fund Investment Team. Mrs. Roop graduated with a Bachelors degree in Business Administration from the University of Michigan and received her MBA from Columbia Business School.
Margot K. Sakoian
Investment Analyst
Ms. Sakoian joined Wilkinson O'Grady as a Securities Analyst in 2009. As a member of the Investment Committee, she works with the other members to assess and expand investment opportunities for the firm's equity portfolios. Before joining the firm, Ms. Sakoian interned at BlueMountain Capital in Investor Relations and Credit Research. During the previous summer, she worked at Aon in International Risk Services. Ms. Sakoian received her BA in European History and French from Bates College.
Charles C. Wilkinson
Head of Trading, Chief Compliance Officer
Charles Wilkinson is the firm's Head Trader. He is also a member of the Investment Committee. He has responsibility for the deployment, implementation and management of the firm's information technology infrastructure, as well as compliance and certain other corporate management functions. Before joining Wilkinson O'Grady, Mr. Wilkinson worked for Bear Stearns & Co., Inc. on their Institutional Equities desk. Prior to business school he spent two years with Oppenheimer Management Company as a fund wholesaler, and two years with HR Group in Paris as a securities analyst. BA, Denison University; MBA, The Darden Graduate School of Business Administration, University of Virginia.
Thomas O. Mueller
Treasurer
Mr. Mueller is responsible for all accounting functions at Wilkinson O'Grady. Prior to joining the firm in 1976, Mr. Mueller was Controller and Assistant Treasurer at Superintendence & Co. AAS, Pace University. Judith M. Lickson
Vice President of Operations
Ms. Lickson oversees all aspects of the portfolio administration area of the firm. On behalf of clients, she works with custodians and brokers to minimize costs and enhance service levels. Before joining Wilkinson O'Grady, Ms. Lickson was Operations Manager for the Stamford, Connecticut office of Smith Barney, Harris Upham and Administrative Manager at Dean Witter. BA, George Washington University; MA, The University of Bridgeport.
Patricia Poisl Carney
Vice President of Client Services
Mrs. Carney joined the firm in 1981 and acts as coordinator of client reporting. She has editorial oversight and maintains the accuracy of performance reports against client goals and profiles. BM, Summa Cum Laude, Southern Illinois University; MM, Washington University, St. Louis.