SOURCE: WrapManager, Inc.

WrapManager, Inc.

November 05, 2009 08:00 ET

WrapManager Hires Thomas D. Wilson as Vice President of Investments

SAN FRANCISCO, CA--(Marketwire - November 5, 2009) - San Francisco-based investment manager WrapManager, a firm that helps high-net-worth individuals select professional money managers for their portfolios, is pleased to announce that Tom Wilson will join the company as Vice President of Investments. In this role, Mr. Wilson will advise investors which money managers are good candidates to help them reach their retirement goals.

"We are very excited to have Tom join the WrapManager family and believe his background and expertise will be a valuable addition to our company," said Gabriel F. Burczyk, President and CEO. "At WrapManager we strive to manage clients' wealth with many of the same techniques and resources large institutions use to manage hundreds of billions of dollars. We feel Tom's experience with high-net-worth clients and WrapManager's dedication to creating custom, individual solutions builds a solid foundation for investors seeking advice about professional money managers."

Mr. Wilson has spent the last four years at Fisher Investments, one of the nation's largest independent investment advisors, where he served as an Investment Counselor for the Private Client Group. There, he managed client relationships, including high-net-worth individuals. As a result, Mr. Wilson brings a wealth of experience within the global equity and fixed income markets.

Prior to Fisher Investments, Mr. Wilson worked for Janney Montgomery Scott, LLC as a Financial Consultant, where he managed retail high-net-worth accounts.


WrapManager offers money management services to high-net-worth individuals, featuring privately managed accounts, with a belief in the Power of Diversity, competitive fees, and transparency. WrapManager has been featured in The New York Times, The Wall Street Journal, Business Week and Forbes. Founded by Gabriel Burczyk, WrapManager, Inc. is known for its proprietary Level 7 Assurance Program, 10-Point Manager Research and Review, and 360 Degree Wealth Diagnostics. WrapManager, Inc. is an SEC-registered investment advisor headquartered in San Francisco, California. The firm has clients throughout the United States. For a description of our services, fee arrangements, outside business activities, and other material disclosures please refer to our Form ADV Part II and Schedule F, which is available upon request.

Contact Information

  • Contact Information:
    Gabriel F. Burczyk
    President & CEO
    (415) 541-7774
    (415) 541-9760 fax
    Email Contact