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Wilshire delivers differentiated investment strategies and actionable insights that help clients navigate new opportunities, manage risk, and realize long-term success. The firm's emphasis on alternatives, OCIO and consulting, cost transparency and analytics, and wealth and retirement solutions reflects its dedication to providing clients with forward-thinking, advice-embedded solutions and a partnership that grows with their needs.

"Jason's appointment to CEO is a natural and exciting next step in our evolution that aligns with the path we've set for the future," said Stewart. "Since joining the firm in 2005, his vision and dedication have been instrumental in expanding our capabilities and delivering meaningful results for those we serve. I am confident that under Jason's leadership, Wilshire will continue to innovate and set new standards for client partnership and investment excellence."

With more than 25 years of experience in financial services, Jason most recently served as President and Deputy CEO at the firm. In this role, he was responsible for overseeing all facets of growth and execution across Wilshire's business. His leadership has been central to Wilshire's emergence as a premier provider of investment solutions for financial advisors and their clients, as well as the successful acquisition and integration of new capabilities from XTP and Lyxor Asset Management US.

"I am honored to lead Wilshire as we embark on this exciting new chapter," said Schwarz. "Our clients' evolving needs inspire us to innovate and deliver solutions that drive their success. Building on Andy's legacy, I look forward to working with our talented team to deepen our client relationships, expand our offerings, and set new standards for excellence in the industry."

Additional leadership changes

Hanna Valva and Jason Hubschman will assume the roles of Co-Chief Operating Officers. They succeed Scott Condron who will be moving to a Senior Advisor role, providing support to our executive team before he retires later in the year.

Hanna and Jason, who joined Wilshire in 2022 and 2023 respectively, bring complementary expertise and a shared passion for advancing the firm's strategic priorities. As Co-COOs, they will jointly oversee the execution of key initiatives, foster cross-functional collaboration, and ensure Wilshire's platform continues to support the evolving needs of clients and partners.

Hanna will continue in her role as Chief Technology Officer, further integrating innovative technology solutions across Wilshire's platform to drive efficiency and client outcomes. Jason will maintain his co-leadership of the alternative managed account business, leveraging his deep industry experience to expand and enhance Wilshire's entire alternatives offering.

These appointments underscore Wilshire's commitment to building an agile leadership team dedicated to empowering clients and shaping the future of investment solutions.