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Profilo
Mr. Bill Collins is a Director at MAI Wealth Advisors LLC.
Prior to joining MAI Wealth Advisors in April 2011, he served as Vice President of Business Development for Horizon Asset Management, a New York based investment firm.
At Horizon, he was responsible for developing relationships and providing ongoing support to Registered Investment Advisors and Multi-Family Offices.
Prior to Horizon, he was Vice President, Northeast Regional Manager, for the Wealth Advisor Solution (WAS) program at Fidelity Investments.
He worked with Fidelity's Account Executives to help solve their clients' complex financial situations.
He brings a depth of experience in the areas of retirement income, planning, and aiding clients in wealth protection and other financial planning strategies.
He has over 21 years of experience to the Investment Group.
Mr. Collins earned his BA in Accounting from Assumption College and his MS in Financial Planning from the College of Financial Planning.
He is a Certified Financial Planner and has attained his Series 7 and 63 registrations.
Precedenti posizioni note di Bill Collins
Società | Posizione | Fine |
---|---|---|
Horizon Kinetics Asset Management LLC
![]() Horizon Kinetics Asset Management LLC Investment ManagersFinance Horizon Kinetics Asset Management LLC (HKAM) is a SEC-registered investment advisor headquartered in New York City. Formerly known as Horizon Asset Management LLC, the firm was founded in 1994 by Murray Stahl, Steven Bregman, Peter Doyle, Tom Ewing, and John Meditz. They are a subsidiary of Horizon Kinetics LLC. HKAM manages separately managed accounts, open-ended and closed-ended investment companies, and private funds for a wide variety of investors. | Public Communications Contact | 31/03/2011 |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Formazione di Bill Collins
Assumption College | Undergraduate Degree |
The College for Financial Planning, Inc. | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Horizon Kinetics Asset Management LLC
![]() Horizon Kinetics Asset Management LLC Investment ManagersFinance Horizon Kinetics Asset Management LLC (HKAM) is a SEC-registered investment advisor headquartered in New York City. Formerly known as Horizon Asset Management LLC, the firm was founded in 1994 by Murray Stahl, Steven Bregman, Peter Doyle, Tom Ewing, and John Meditz. They are a subsidiary of Horizon Kinetics LLC. HKAM manages separately managed accounts, open-ended and closed-ended investment companies, and private funds for a wide variety of investors. | Finance |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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