![Will Geisdorf](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 C.
Geisdorf is a Senior Wealth Advisor at Mariner LLC.
He provides individuals and families with comprehensive wealth management including integrated financial planning and investment strategies to help grow and protect wealth.
Prior to joining Mariner Wealth Advisors, Mr. Geisdorf worked as a Senior Research Analyst at Allegiant Private Advisors.
Before that he was the Senior ETF Strategist for Ned Davis Research.
He has a bachelor’s degree in finance from University of Central Florida.
Postes actifs de Will Geisdorf
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Analyst-Equity | 01/08/2021 |
Anciens postes connus de Will Geisdorf
| Sociétés | Poste | Fin |
|---|---|---|
Allegiant Private Advisors LLC
 Allegiant Private Advisors LLC Investment ManagersFinance Allegiant manages assets conservatively and takes a holistic, fee-based, advisory approach. The firm primarily recommends that clients allocate investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or exchange traded funds (ETFs) in accordance with the client’s designated investment objective(s). Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives. | Analyst-Equity | 31/07/2021 |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Provides investment research | Stratège de marché | 01/04/2020 |
Formation de Will Geisdorf
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 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
University of Central Florida
 University of Central Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Provides investment research | Finance |
Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant manages assets conservatively and takes a holistic, fee-based, advisory approach. The firm primarily recommends that clients allocate investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or exchange traded funds (ETFs) in accordance with the client’s designated investment objective(s). Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives. | Finance |
Choisissez Zonebourse 
