Profiel
Mr. William O.
Webster is Senior Vice President of Investments at Westport Resources Management, Inc. He seats on the trustee’s Advisory Board of Family and Children’s Agency.
He began his career in 1972 at Blyth Eastman Dillon Union Securities, which was acquired in 1979 by Paine Webber.
Shortly after the merge, Mr. Webster was appointed Senior Vice President of Sales and earned the designation of Senior Retirement Specialist and Senior Portfolio Manager.
During his tenure, he served on a number of best producers’ advisory boards to the firm’s top management.
From 1985 to 1991, he served as branch manager of Paine Webber’s Bridgeport, CT office.
From 1991 until 2008, (in 2000 UBS acquired Paine Webber) Mr. Webster concentrated on serving the financial, retirement and estate planning needs of high-net-worth individuals, families with multi-generational wealth transfer issues, small foundations and endowments.
Mr. Webster earned a Bachelor of Arts from Dartmouth College and a Master in Business Administration from New York University Stern School of Business.
Eerdere bekende functies van William Ogram Webster
Bedrijven | Functie | Einde |
---|---|---|
Westport Resources Management, Inc.
Westport Resources Management, Inc. Investment ManagersFinance Founded in 1986 by John Vaccaro, Westport Resources Management, Inc. is a registered investment advisor located in Westport, Connecticut. The firm is a subsidiary of United Capital Financial Partners, Inc.. They provide discretionary investment management services to individuals, businesses and professional practices. | Portfolio Manager-Equities | 24-12-2016 |
Blyth, Eastman, Dillon & Co. | Corporate Officer/Principal | 31-12-1978 |
Dartmouth College | President | - |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Corporate Officer/Principal | 31-12-1984 |
Opleiding van William Ogram Webster
Dartmouth College | Undergraduate Degree |
New York University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
Westport Resources Management, Inc.
Westport Resources Management, Inc. Investment ManagersFinance Founded in 1986 by John Vaccaro, Westport Resources Management, Inc. is a registered investment advisor located in Westport, Connecticut. The firm is a subsidiary of United Capital Financial Partners, Inc.. They provide discretionary investment management services to individuals, businesses and professional practices. | Finance |
Blyth, Eastman, Dillon & Co. | |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Finance |