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Brooks K. Wilhelm, CFA

Brooks Wilhelm

Assistant Vice President, Assistant Portfolio Manager and Senior Credit Analyst, Investment Grade Credit

Brooks Wilhelm is located in Cincinnati, Ohio, and his areas of focus are:

Career

Brooks Wilhelm is an Assistant Vice President, Assistant Portfolio Manager and Senior Credit Analyst, Investment Grade Credit responsible for covering the Retail, Consumer, and Technology sectors. 

Wilhelm joined the firm in 2018 from Touchstone Investments where he was a Senior Research Analyst. Prior to Touchstone, he worked in the Audit practice of Grant Thornton, LLP.  

Education & Designations

Wilhelm received a BA in Mathematics/Economics from Vanderbilt University and a Master's in Accountancy from the University of Cincinnati. He is a Certified Public Accountant and CFA charterholder.