Bill Schmick
Gestionnaire de Portefeuille-Actions chez Berkshire Money Management, Inc.
Profil
Mr. William J.
Schmick is a Managing Director & Portfolio Manager at Berkshire Money Management, Inc. He works directly with new and prospective clients in creating and monitoring portfolios.
In addition, he works directly with new clients in developing an investment strategy to suit their goals and needs.
He is one of the pioneers of international investing in the United States.
A sixty-year veteran of over 30 bull and bear markets around the world, he got his start as an institutional broker at Drexel Burnham Lambert—across the desk from junk bond king, Mike Milken, back in 1981.
Over the next decade, he established international equity departments for some of the best-known names on Wall Street including Merrill Lynch, Prudential Bache, Dillon Reid and Salomon Brothers as well as British investment banker, Flemings.
In the process, he introduced hundreds of companies from Asia, Africa and Europe to American investors and helped many of them list on U.S.
stock exchanges.
He is also a veteran investor in the world’s currencies, stocks and bonds markets.
In the late Eighties, he turned his attention to emerging markets, sensing that the U.S.
appetite for investments in Latin America, Eastern Europe, and parts of developing Asia had finally arrived.
He is also an expert in mines and metals.
Over his 28 plus years in financial markets, he has worked as an investment strategist, a research analyst, and an institutional broker and money manager.
Prior to joining Wall Street, he had enjoyed a successful 15-year career.
He earned his B.A.
from Temple University in 1974 and his M.B.A.
from New York University in 1981.
He recently completed a certificate in financial planning from Kaplan University.
He was and always will be a U.S.
Marine serving his country during the Vietnam War.
Postes actifs de Bill Schmick
Sociétés | Poste | Début |
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Berkshire Money Management, Inc.
Berkshire Money Management, Inc. Investment ManagersFinance Berkshire Money Management, Inc. (BMM) is an independent, SEC-registered investment advisor headquartered in Dalton, Massachusetts. The firm was founded by Allen Harris and Stacey Carver in 2001. BMM offers advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Gestionnaire de Portefeuille-Actions | 01/06/2009 |
Formation de Bill Schmick
Temple University (Pennsylvania) | Undergraduate Degree |
New York University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 1 |
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Berkshire Money Management, Inc.
Berkshire Money Management, Inc. Investment ManagersFinance Berkshire Money Management, Inc. (BMM) is an independent, SEC-registered investment advisor headquartered in Dalton, Massachusetts. The firm was founded by Allen Harris and Stacey Carver in 2001. BMM offers advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Finance |