Debra Wilkens, CFA®
Founding Partner, Senior Portfolio Manager
Debra is a Founding Partner and Senior Portfolio Manager at the Private Wealth San Antonio office. She specializes in building customized investment portfolios to meet the unique needs of high-net-worth individuals, families, foundations and endowments. Additionally, she is a member of our Investment Committee.
Outside of work, Debra serves on her local PTA board. She is passionate about ensuring that children have access to essential resources that enable them to learn and grow. In her role on the PTA board, she advocates for these important goals.
In her free time, Debra enjoys spending time outdoors with her husband and two sons. As a family, they love to travel, participate in sports, explore new foods, hike, and seek adventure in their everyday lives.
Historical Relationship Tenure:
Years of Experience:
Educational Background
- Baylor University, BA, Business Administration and Political Science (Summa Cum Laude / Valedictorian)
Designations/Certifications/Classes
- Chartered Financial Analyst (CFA®)
Community Involvement
- PTA Board – Member