William A. Pusey, Jr. Email and Phone Number
William A. Pusey, Jr. work email
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William A. Pusey, Jr. personal email
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After two decades of serving families in large and very large wealth management firms, I joined with a former colleague, who has equivalent experience working with families, to create a concierge family investment firm offering top-notch traditional and alternative investment management as well as financial and tax planning and family office strategies to a select group of families who enjoy deep relationships with us and who appreciate the work we do on their behalf.Do not contact me for investments in cannabis. Ever.
Crossgrain Family Investments
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Co-Founder & MemberCrossgrain Family Investments Dec 2021 - PresentHenrico, Virginia, UsWe work with a select group of families providing traditional and alternative investment management as well as integrated financial planning and tax strategy.
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PartnerKimble Advisory Mar 2019 - Dec 2021Kimble Advisory is a a concierge family wealth advisory firm where a collaborative group of highly experienced professionals provide financial planning, tax strategy and investment management to a select group of families who enjoy a deep and abiding relationship with us.
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Senior Vice PresidentKeel Point Jul 2013 - Mar 2019Huntsville, Al, UsKeel Point works with families and institutions to understand their unique mission, vision, values and goals, then develops and implements financial plans, investment portfolios and giving strategies to achieve these objectives. Keel Point: "Invest in Your Purpose." -
Vp Family Office & Non-Traditional InvestmentsJoycepayne Partners Sep 2003 - Jun 2013JoycePayne Partners is an independent, fee-only financial and investment strategy firm.
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Senior Vice President For Financial ServicesEnvera, Llc Aug 2000 - Jun 2001Strategic financial services partnerships, and business and corporate development.
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Senior Vice President And General CounselValueamerica, Inc. Jun 1999 - Aug 2000Corporate development, strategic partnerships, and legal and government affairs.
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Vice President And General CounselHome Account Network, Inc. Jun 1997 - Jul 1999Corporate development and legal affairs.
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PartnerTen State Street, Llp Mar 1995 - Mar 1997International business law
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AttorneyNelson Mullins Riley & Scarborough Sep 1993 - Mar 1995Columbia, South Carolina, UsCorporate and international business transactions -
Computer And Business ConsultantCiticorp Mar 1990 - Sep 1990New York, New York, UsDeveloped PC and mainframe based management information systems. -
AccountantPrice Waterhouse Jun 1988 - Mar 1990GbStaff accountant.
William A. Pusey, Jr. Skills
William A. Pusey, Jr. Education Details
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University Of Virginia School Of LawLaw -
The Wharton SchoolPrivate Wealth Management
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Nyu Stern School Of BusinessAccounting
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Duke UniversityHistory
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St Christophers School
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Woodberry Forest
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Nyu Stern School Of BusinessMaster Of Business Administration - Mba
Frequently Asked Questions about William A. Pusey, Jr.
What company does William A. Pusey, Jr. work for?
William A. Pusey, Jr. works for Crossgrain Family Investments
What is William A. Pusey, Jr.'s role at the current company?
William A. Pusey, Jr.'s current role is Co-founder and Member of CrossGrain Family Investments, a boutique multifamily co-investment firm.
What is William A. Pusey, Jr.'s email address?
William A. Pusey, Jr.'s email address is bp****@****ail.com
What is William A. Pusey, Jr.'s direct phone number?
William A. Pusey, Jr.'s direct phone number is +180462*****
What schools did William A. Pusey, Jr. attend?
William A. Pusey, Jr. attended University Of Virginia School Of Law, The Wharton School, Nyu Stern School Of Business, Duke University, St Christophers School, Woodberry Forest, Nyu Stern School Of Business.
What are some of William A. Pusey, Jr.'s interests?
William A. Pusey, Jr. has interest in Private Equity, Children, Economic Empowerment, Real Estate, Commodities, Education, Venture Capital, Hedge Funds, Arts And Culture.
What skills is William A. Pusey, Jr. known for?
William A. Pusey, Jr. has skills like Private Equity, Alternative Investments, Portfolio Management, Investment Strategies, Information Systems, Due Diligence, Real Estate, Investments, Asset Management, Commodities, Venture Capital, Management Information Systems.
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