![Bill Schultheis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. William J.
Schultheis was previously employed as a Senior Investment Advisor by Pacific Asset Management LLC (Washington), a Principal by Soundmark Wealth Management LLC, a Principal by Smith Barney Asset Management, and a Principal by Salomon Smith Barney.
He received his undergraduate degree from Texas A&M University.
Anciens postes connus de Bill Schultheis
| Sociétés | Poste | Fin |
|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts. | Directeur Général | 08/05/2024 |
Pacific Asset Management LLC (Washington)
 Pacific Asset Management LLC (Washington) Investment ManagersFinance PAM primarily employs passive investment management and constructs a well-balanced portfolio based on client’s goals and risk tolerance. They focus on capturing the long-term gains from the market rather than timing the market. Their investment strategy includes the use of low cost, custom designed index funds designed to seek out premium returns across a globally diversified portfolio. | Analyst-Equity | 31/12/2007 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 01/01/2000 |
Salomon Smith Barney
 Salomon Smith Barney Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Bill Schultheis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Pacific Asset Management LLC (Washington)
Pacific Asset Management LLC (Washington) Investment ManagersFinance PAM primarily employs passive investment management and constructs a well-balanced portfolio based on client’s goals and risk tolerance. They focus on capturing the long-term gains from the market rather than timing the market. Their investment strategy includes the use of low cost, custom designed index funds designed to seek out premium returns across a globally diversified portfolio. | Finance |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts. | Finance |
Salomon Smith Barney
Salomon Smith Barney Investment Banks/BrokersFinance Provides brokerage services | Finance |
Choisissez Zonebourse 
