William Elliot Driscoll

William Elliot Driscoll

Direttore della Ricerca - Azioni presso Oak Family Advisors LLC

Finance
Consumer Services

Profilo

Mr. William E.
Driscoll, CFA, is a Director of Research at Oak Family Advisors LLC.
Over the last 23 years, he has worked in increasingly strategic roles within the investment community of Chicago following the start of his career in New York.
Formerly, he served as the Director of Research at Zuckerman Investment Group after working for nine years at RMB Capital Management where he was the lead portfolio manager of the firm’s three proprietary equity products with over $1 billion in assets under management.
In New York, he worked as an analyst covering the technology sector for Evergreen Investments and as a research associate at Alex Brown, the oldest investment bank in the United States at the time.
Most recently, he was CEO of Prudence Island Wealth Management, before merging it into Oak Family.
He graduated from Colby College in Waterville, ME with a BA in Biology with a concentration in Environmental Science.
In 2003 he earned the Chartered Financial Analyst charter.
He is also a Certified Financial Planner designation in 2019.

Posizioni attive di William Elliot Driscoll

SocietàPosizioneInizio
Direttore della Ricerca - Azioni 01/10/2019
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Precedenti posizioni note di William Elliot Driscoll

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 01/03/2015
Analyst-Equity 31/03/2006
Evergreen Asset Management, Inc. Corporate Officer/Principal -
Alex. Brown & Sons, Inc. Corporate Officer/Principal -
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Formazione di William Elliot Driscoll

Colby College Undergraduate Degree

Esperienze
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Aziende private

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Relazioni

97

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6

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Aziende private5

Finance

Finance

Alex. Brown & Sons, Inc.

Finance

Evergreen Asset Management, Inc.

Finance

Finance

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