Bill Pfeiffer
Portfolio Manager-Aktien bei New England Guild Wealth Advisors, Inc.
Profil
Mr. William R.
Pfeiffer, Jr., is a Principal at New England Guild Wealth Advisors, Inc. He has over seventeen years of experience in the financial services and investment management industry.
Mr. Pfeiffer was employed as a Senior Associate by SS&C GlobeOp, a Portfolio Manager by Apex Investment Services, Inc., a Treasury Analyst by Keane, Inc., and a Securities Account Administrator by State Street Bank & Trust Co.
He received his undergraduate degree from St. Anselm College, a graduate degree from Elkin B Mccallum Graduate School of Business and a graduate degree from McCallum Graduate School of Business.
Aktive Positionen von Bill Pfeiffer
| Unternehmen | Position | Beginn |
|---|---|---|
New England Guild Wealth Advisors, Inc.
 New England Guild Wealth Advisors, Inc. Investment ManagersFinance New England Guild Wealth Advisors, Inc. (Guild) is an independent registered investment advisor and wealth management firm headquartered in Avon, Connecticut. Founded in 1991, Guild provides investment advisory services to individuals, families, retirement plans, trusts and endowments, on both a discretionary and a nondiscretionary basis. | Portfolio Manager-Aktien | 01.10.2012 |
Ehemalige bekannte Positionen von Bill Pfeiffer
| Unternehmen | Position | Ende |
|---|---|---|
SS&C GlobeOp
 SS&C GlobeOp Financial ConglomeratesFinance Part of SS & C Technologies Holdings, Inc., SS & C GlobeOp is a company that provides alternative fund management services. The company is based in New York, NY. | Corporate Officer/Principal | 01.10.2012 |
Wooster Corthell Wealth Management, Inc.
 Wooster Corthell Wealth Management, Inc. Investment ManagersFinance Founded in 1992, Wooster Corthell Wealth Management, Inc. is a registered investment advisor located in Hebron, Connecticut. The firm was formerly known as Apex Investment Services, Inc. Wooster Corthell provides personalized investment management services to individuals, families, retirement plans, trusts, charitable organizations and small businesses. | Corporate Officer/Principal | 01.08.2010 |
Keane, Inc.
 Keane, Inc. Information Technology ServicesTechnology Services Keane, Inc. provides information technology services. The private company is based in Boston. | Corporate Officer/Principal | 01.05.2008 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | 01.08.2005 |
Ausbildung von Bill Pfeiffer
| McCallum Graduate School of Business | Graduate Degree |
| St. Anselm College | Undergraduate Degree |
| Elkin B Mccallum Graduate School of Business | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
New England Guild Wealth Advisors, Inc.
New England Guild Wealth Advisors, Inc. Investment ManagersFinance New England Guild Wealth Advisors, Inc. (Guild) is an independent registered investment advisor and wealth management firm headquartered in Avon, Connecticut. Founded in 1991, Guild provides investment advisory services to individuals, families, retirement plans, trusts and endowments, on both a discretionary and a nondiscretionary basis. | Finance |
SS&C GlobeOp
SS&C GlobeOp Financial ConglomeratesFinance Part of SS & C Technologies Holdings, Inc., SS & C GlobeOp is a company that provides alternative fund management services. The company is based in New York, NY. | Finance |
Keane, Inc.
Keane, Inc. Information Technology ServicesTechnology Services Keane, Inc. provides information technology services. The private company is based in Boston. | Technology Services |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Wooster Corthell Wealth Management, Inc.
Wooster Corthell Wealth Management, Inc. Investment ManagersFinance Founded in 1992, Wooster Corthell Wealth Management, Inc. is a registered investment advisor located in Hebron, Connecticut. The firm was formerly known as Apex Investment Services, Inc. Wooster Corthell provides personalized investment management services to individuals, families, retirement plans, trusts, charitable organizations and small businesses. | Finance |
