Bill Bennett

Gestore di Portafoglio-Azioni presso W.G. Shaheen & Associates Ltd.

Finance

Profilo

Mr. William E.
Bennett is a Senior Vice President & Portfolio Manager at W.G.
Shaheen & Associates Ltd.
He has over 27 years of experience in Finance Advisory Business.
Prior to his association with Whitney and Company, Mr. Bennett was a Financial Advisor with AXA Advisors, LLC and Senior Partner and Director of Retirement Planning and Design.
He received his BA in Economics from St. Michael’s College

Posizioni attive di Bill Bennett

Società	Posizione	Inizio
W.G. Shaheen & Associates Ltd. W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities.	Gestore di Portafoglio-Azioni	-

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Precedenti posizioni note di Bill Bennett

Società	Posizione	Fine
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.	Corporate Officer/Principal	01/05/2008

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Aziende private	2
W.G. Shaheen & Associates Ltd. W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities.	Finance
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.	Finance