Bill Houck
Portefeuillebeheerder-Aandelen bij Modera Wealth Management LLC
Profiel
Mr. William E.
Houck is Wealth Manager & Principal at Modera Wealth Management LLC.
He is responsible for managing clients’ investment portfolios, developing financial plans and implementing wealth management strategies.
In his current role, he works closely with individuals and families to help them meet their financial planning and investment goals.
His list of clients also includes a number of nonprofit organizations and trusts seeking strategies on portfolio design and implementation.
In addition to working with clients, he has demonstrated both leadership and commitment to the industry’s fiduciary standards by serving as the chair of the National Association of Personal Financial Advisors Bergen/Rockland Study Group and as a NAPFA-Registered Financial Advisor.
Mr. Houck began his wealth management career working at Vanguard, first in Investor Information, then as a Brokerage Trader, Business Development Specialist, Retirement Advisor, and finally as a Financial Planner, where he developed and launched a new financial planning offering.
He also worked as an Associate Director for Wealth Planning at UBS, where he was responsible for development, training, and marketing initiatives to enhance the bank's wealth management platform.
He received a Bachelors of Science in Business Administration from the University of Delaware, with a minor in Economics.
He is a CERTIFIED FINANCIAL PLANNER professional and also holds the Chartered Financial Consultant designation.
Actieve functies van Bill Houck
| Bedrijven | Functie | Begin |
|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Portefeuillebeheerder-Aandelen | 01-01-2011 |
Eerdere bekende functies van Bill Houck
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|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | - |
Opleiding van Bill Houck
| University of Delaware | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
