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Bill Schwartz
Membre du Comité d'Investissement chez
Wealthspire Advisors LLC
Profil
Mr. William B. Schwartz, CPA, is a Managing Director at Wealthspire Advisors LLC.
He is a member of the executive board, and a member of the Investment Committee.
He has extensive experience in developing individual tax, investment, and financial planning strategies.
Mr. Schwartz was previously employed as a Managing Director & Principal at Highline Wealth Management, a Vice President – Wealth Management Advisor at Merrill Lynch and a Senior Manager – Tax at Arthur Andersen LLC.
He received his BS in Accounting degree from Virginia Polytechnic Institute & State University.
He is a Certified Public Accountant.
Postes actifs de Bill Schwartz
| Sociétés | Poste | Début |
|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making. | Membre du Comité d'Investissement | 31/12/2020 |
Anciens postes connus de Bill Schwartz
| Sociétés | Poste | Fin |
|---|---|---|
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors utilizes a modified Black-Litterman asset allocation model based on investing principals used by some of the largest endowments and foundations in the world to aid their asset allocation process. By combining the Black-Litterman methodology with the investment committee’s understanding of client circumstances, goals and needs, the firm aims to achieve consistent returns with less downside volatility. Once a client's allocation is in place, Wealthspire Advisors employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds, and/or investment managers. | Directeur en chef des Investissements | - |
Highline Wealth Management LLC
 Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management creates customized investment plans that are designed to meet each client's individual financial goals. The firm utilizes an institutional asset allocation model based on investing principals used by the largest endowments and foundations in the world. Highline seeks to achieve consistent returns with less volatility than traditional portfolios. Once a client's allocation is in place, the firm employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds and/or investment managers. Once the portfolio is constructed, Highline provides ongoing analysis and monitoring to make sure the client's portfolios risk/return objectives are consistent within the context of a continuously changing market environment. | Gestionnaire de Portefeuille-Actions | 31/07/2015 |
Formation de Bill Schwartz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management creates customized investment plans that are designed to meet each client's individual financial goals. The firm utilizes an institutional asset allocation model based on investing principals used by the largest endowments and foundations in the world. Highline seeks to achieve consistent returns with less volatility than traditional portfolios. Once a client's allocation is in place, the firm employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds and/or investment managers. Once the portfolio is constructed, Highline provides ongoing analysis and monitoring to make sure the client's portfolios risk/return objectives are consistent within the context of a continuously changing market environment. | Finance |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making. | Finance |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors utilizes a modified Black-Litterman asset allocation model based on investing principals used by some of the largest endowments and foundations in the world to aid their asset allocation process. By combining the Black-Litterman methodology with the investment committee’s understanding of client circumstances, goals and needs, the firm aims to achieve consistent returns with less downside volatility. Once a client's allocation is in place, Wealthspire Advisors employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds, and/or investment managers. | Finance |
