Our Team2019-10-03T15:49:04+00:00
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Our Team

Wildermuth Asset Management Atlanta Our Team Daniel Wildermuth

Daniel Wildermuth

Chief Investment Officer

Wildermuth Asset Management Atlanta Our Team popup Daniel Wildermuth

Daniel Wildermuth

Chief Investment Officer

Daniel Wildermuth is the founder and CEO of multiple financial services firms including Wildermuth Asset Management, a money management firm administering over 20 equity, fixed income and alternative portfolio strategies and investment solutions for retail and institutional investors; Wildermuth Advisory, LLC, an institutional fund advisor; and Wildermuth Securities, a fund distribution brokerage firm. Mr. Wildermuth serves as Chief Investment Officer for Wildermuth Advisory and Wildermuth Asset Management.

Over the past 25 years, Mr. Wildermuth has been a pioneer in the adaption of the Endowment Investment approach to the needs of individual investors. Daniel’s success and insightful approach has garnered media coverage from Barron’s, Investment News, Forbes Magazine, Family Office Magazine, CNBC, Bravo TV, Dow Jones Newswire, and other financial market news outlets.  McGraw-Hill has published his two books outlining the approach (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explains applying the strategy to individual accounts. In his monthly newsletter, his comments on markets and potential future directions are syndicated nationally by news services and advisors. He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of alternative investments, the stock market, and the general economy.

Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.

Wildermuth Asset Management Atlanta Our Team Carol Wildermuth

Carol Wildermuth

President

Wildermuth Asset Management Atlanta Our Team popup Carol Wildermuth

Carol Wildermuth

President

Carol Wildermuth has over 30 years of experience in financial services and has founded multiple financial firms. She currently serves as the President of Wildermuth Asset Management and Wildermuth Securities, the distributor of the Wildermuth Endowment Fund. She serves as the Chief Financial Officer of Wildermuth Advisory and also serves as a board member on the Wildermuth Endowment Fund. Prior to founding the companies, she supervised the Private Client Division of Lehman Brother’s Southeast Asia branch, with offices in Hong Kong and Singapore. Ms. Wildermuth graduated from Pacific Lutheran University with a B.A. in Economics.

Chrissy Lee

Chief Operating Officer

Chrissy Lee

Chief Operating Officer

Chrissy Lee serves as Chief Operating Officer for Wildermuth Asset Management, overseeing the day-to-day operations of the firm. Her key role is in implementing business operations, driving strategic growth, and executing firm-wide initiatives. She also serves as Co-President and Chief Operating Officer for Kalos Capital and Kalos Management, overseeing the day-to-day operations of the firm, as well as working closely with advisors to help drive growth and a delivery of a world class service experience. Prior to serving as COO, Chrissy was the head of Investment Management, where she was overseeing all investment accounts, block trading, implementing portfolios, and maintaining all portfolio management data and reporting. Chrissy holds FINRA Series 7, 66, and 24 securities licenses

Wildermuth Asset Management Atlanta Our Team John Williams

John Williams

Chief Compliance Officer

Wildermuth Asset Management Atlanta Our Team popup John Williams

John Williams

Chief Compliance Officer

John Williams has been with Kalos Financial, Inc. since 2005 and currently serves as Chief Compliance Officer for Kalos Capital, Kalos Management and Wildermuth Asset Management. In that role, John’s primary job is to supervise the firms’ sales practices, identify and mitigate risk and protect both the firms and their representatives. He is the primary liaison between the firms and FINRA, the SEC, as well as the various state regulatory agencies. He is also the person that visits each branch office to review its compliance practices.

John graduated from Clemson University with a Bachelor of Science in Financial Management with a concentration in Accounting. He currently holds the Series 4, 7, 12, 14, 24, 53, 63 and 65 licenses.

Ryan Cummins

Equity Analyst

Ryan Cummins

Equity Analyst

Ryan Cummins is the Portfolio Analyst for Wildermuth Asset Management, focused on research of public equities.  He is also an analyst for Wildermuth Advisory focused on research and due diligence of alternative investments. He is a member of the Wildermuth Advisory Investment Committee. Mr. Cummins brings over a decade of experience in investment management. Throughout his career, he has held various institutional investment and finance positions at Cliffwater (a specialist consultant in alternative investments), Cantor Fitzgerald, Blackstone and hedge fund firms in New York City. Mr. Cummins has earned the right to the Chartered Financial Analyst (CFA) designation and is a member of the CFA society of Jacksonville.

Wildermuth Asset Management Atlanta Our Team Erik Setterlind

Erik Setterlind

Senior Vice President Investment Management

Wildermuth Asset Management Atlanta Our Team popup Erik Setterlind

Erik Setterlind

Senior Vice President Investment Management

Erik Setterlind leads operations and oversees trading activities for various domestic and international equity and fixed income trading strategies used within the Fund’s publicly traded allocations. He brings nearly 20 years of industry experience as an equities, derivatives and fixed income trader and strategy implementer. Throughout his career, he has held various trading, investment committee member, and business development positions at Charles Schwab, E*TRADE and a local Atlanta brokerage firm. Erik earned an MBA from the University of Colorado-Denver and a bachelor’s degree in English from Colorado State University in Fort Collins. He holds Series 7 and 63 securities registrations.

Kevin Wallrath

Senior Vice President Investment Management

Kevin Wallrath

Senior Vice President Investment Management

Kevin Wallrath is an Investment Manager for Wildermuth Asset management and Wildermuth Advisory focused on the valuation of current portfolio investments and due diligence for potential alternative investments.  He is a member of the Wildermuth Advisory Investment Committee and Fair Value Committee.  Mr. Wallrath specializes in the valuation of complex assets and analysis of financial statements.  Prior to joining the Wildermuth team, Mr. Wallrath worked within Capital Markets where he learned to analyze market and economic conditions.  Prior to working in Capital Markets, Mr. Wallrath served in various Accounting and Audit roles where he learned how to analyze a client’s financial situation, business operations and industry drivers.  He received his Bachelors in Finance and Economics from the University of Florida and Masters in Accountancy from the University of Virginia.  Mr. Wallrath is a Certified Public Accountant licensed in the state of Florida.

Wildermuth Asset Management Atlanta Our Team Adam Smith

Adam Smith

Investment Administrator

Wildermuth Asset Management Atlanta Our Team popup Adam Smith

Adam Smith

Investment Administrator

Adam Smith analyzes security and sector performance; assesses comparative strategy and sector returns; and interprets index and strategy tracking divergence. He also advises the team on individual security and sector trading volume and provides recommendations on how to best optimize trading practices. Adam graduated from The University of Georgia with a B.S. in Finance and holds his Series 7 and Series 66 Licenses.

Codi Handley

Vice President Information Technology

Codi Handley

Vice President Information Technology

Codi Handley manages and oversees the firm’s technology platforms and ongoing development. He interfaces with third-party firms and developers to ensure accurate and reliable ongoing performance; leads sourcing efforts for new systems and development; oversees enhancements to existing platforms and processes; and manages all security related to firm technologies. He received his bachelor’s degree in business administration focused in management information systems from The University of Georgia.