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Fredric Wallace Williams
Vorstandsvorsitzender bei Old Port Advisors, Inc.
Aktive Positionen von Fredric Wallace Williams
Unternehmen | Position | Beginn | Ende |
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Old Port Advisors, Inc.
![]() Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Vorstandsvorsitzender | 01.01.1994 | - |
Head-Equity Investments | 01.01.1994 | - | |
Gründer | 01.01.1994 | - | |
Mitglied des Investmentausschusses | 01.01.1994 | - | |
Präsident | 01.01.1994 | - |
Karriereverlauf von Fredric Wallace Williams
Ausbildung von Fredric Wallace Williams
Vassar College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Chief Executive Officer | 1 |
Head-Equity Investments | 1 |
Founder | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Old Port Advisors, Inc.
![]() Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |