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Bill Pfeiffer
Portefeuillebeheerder-Aandelen bij New England Guild Wealth Advisors, Inc.
Profiel
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.
Actieve functies van Bill Pfeiffer
Bedrijven | Functie | Begin |
---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-10-2012 |
Eerdere bekende functies van Bill Pfeiffer
Bedrijven | Functie | Einde |
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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 |
Opleiding van Bill Pfeiffer
St. Anselm College | Undergraduate Degree |
Elkin B Mccallum Graduate School of Business | Graduate Degree |
McCallum Graduate School of Business | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 5 |
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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 |
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 |