Profiel
Mr. William C.
Walser, CFA, is a Co-Head of Private Client Group & Managing Director at SCS Capital Management LLC and at SCS Financial Services LLC.
He joined SCS Financial Services at its formation in 2002.
He has over 26 years of experience in the investment business.
He works with families to develop customized investment strategies that meet their needs including investment portfolio design, the coordination of estate plans, cash flow planning, business analysis, and real estate investment oversight.
He is a member of the CFA Institute and Boston Security Analysts Society.
Prior to joining SCS, Mr. Wasler was a Vice President with Scudder, Stevens & Clark.
He received a BS in Business Administration from Bryant College.
Actieve functies van Bill Walser
| Bedrijven | Functie | Begin |
|---|---|---|
SCS Financial Services LLC
 SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Oprichter | 01-01-2002 |
SCS Capital Management LLC
 SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. | Portefeuillebeheerder-Aandelen | 01-01-2002 |
Eerdere bekende functies van Bill Walser
| Bedrijven | Functie | Einde |
|---|---|---|
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | - |
Opleiding van Bill Walser
| Bryant University | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
SCS Financial Services LLC
SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Finance |
| Scudder Stevens & Clark Inc | Finance |
SCS Capital Management LLC
SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. | Finance |
