Wallington Asset Management
Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each client’s specific objectives. We have a three-decade history of successfully producing tax-efficient, lower volatility investment portfolios for high-net-worth clients and institutions.
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Verified contacts
11
available on Kipplo
LinkedIn employees
21
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
53
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JJ
Jenise Jeffers
Vice President, Client Services & Technical Solutions · Customer/Client Service
EmailPhone - CW
Chris Weiss
Portfolio Manager, Investment Advisor · Finance & Accounting
EmailPhone - SO
Sam Oliphant
Research Associate & Support Advisor · Research & Development
EmailPhone - DK
Dan Klemkosky
Wealth Advisor and Senior Portfolio Manager · Other
EmailPhone - HW
Holly Willman
Chief Experience Officer · General Business & Management
EmailPhone - JD
Jeff Dowden
Executive Vice President · General Business & Management
EmailPhone - NS
Nicholas Schulz
Client Services Administrator · Other
EmailPhone - JR
Jacob Reynolds
Portfolio Manager · Finance & Accounting
EmailPhone - BL
Bryce Luedtke
Support Advisor · Customer/Client Service
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Wallington Asset Management
10 distinct titles indexed · top 10 shown.
- 2portfolio manager, investment advisor
- 1, -
- 1chief experience officer
- 1client services administrator
- 1executive vice president
- 1portfolio manager
- 1research associate & support advisor
- 1support advisor
- 1vice president, client services & technical solutions
- 1wealth advisor and senior portfolio manager
Sign up to unlock all 11 contacts at Wallington Asset Management
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