Bill Hawes, Cfa, Cfp®

Bill Hawes, Cfa, Cfp® Email and Phone Number

President & Chief Investment Officer @
Bill Hawes, Cfa, Cfp®'s Location
Austin, Texas, United States, United States
Bill Hawes, Cfa, Cfp®'s Contact Details

Bill Hawes, Cfa, Cfp® work email

Bill Hawes, Cfa, Cfp® personal email

n/a

Bill Hawes, Cfa, Cfp® phone numbers

About Bill Hawes, Cfa, Cfp®

I founded Candor Asset Advisors® in 2016, and the name was chosen for a reason: Candor - Be open and transparent. Life is too short for anything else, and you can sleep better that way. Asset - It is not just about investments. The focus is on helping clients achieve their financial goals.Advisors - We want to be considered a coach and/or educator.Our most rewarding client engagements occur when investing and financial planning intersect. When our clients see how their financial decisions impact their lives, make changes and/or prioritize as necessary and enjoy life more.A little bit about me. I have 26 years of investment management experience at Franklin Templeton, Engemann Asset Management, Century Management, and Candor Asset Advisors®. I have served as an equity analyst and portfolio manager for individual and institutional clients. This experience has helped me analyze and value public companies, see the peaks and valleys of the financial markets, and witness how investments impact clients' ability to meet obligations. Before graduate school at USC, I also worked in mortgage banking and life insurance giving me a better understanding of the real estate and insurance markets which I leverage to this day. I have earned the right to use the Chartered Financial Analyst (CFA) and Certified Financial Planner designations. The CFA program has been especially useful in evaluating investment securities and portfolio management. The CFP program has helped me better appreciate how tax, estate, insurance, investment, and financial planning issues intersect for families.My BBA from the University of Texas at Austin and MBA from The University of Southern California round out my background. Outside of work, I enjoy spending time with family and friends, playing golf, studying history, and traveling.

Bill Hawes, Cfa, Cfp®'s Current Company Details
Candor Asset Advisors®

Candor Asset Advisors®

President & Chief Investment Officer
Bill Hawes, Cfa, Cfp® Work Experience Details
  • Candor Asset Advisors®
    President And Chief Investment Officer
    Candor Asset Advisors® 2016 - Present
    Austin, Texas Area
    Founded Candor Asset Advisors, LLC, a Registered Investment Adviser. We help our clients identify, refine and achieve their financial goals by providing sound investment advice, focused planning, prudent asset allocation and effective portfolio management. For more information please visit: www.candorassetadvisors.com
  • Century Management
    Large Cap Portfolio Manager & Senior Equity Analyst
    Century Management 2010 - 2015
    Austin, Texas Area
    Created, launched and co-managed Large Cap Value and Large Cap Absolute Value strategies. Served as generalist analyst for the all cap value portfolios. Spent considerable time researching the basic materials, energy and technology industries. Conducted US stock market, gold and commodity bear market research studies. Mentored junior analysts.
  • Century Management
    Senior Equity Analyst
    Century Management 2006 - 2010
    Austin, Texas Area
    Analyzed companies across the consumer, financial, healthcare and industrial sectors and presented recommendations to the all cap team. Conducted a study on the impact of healthcare reform on healthcare companies and a study of the financial sector during and after the financial crisis.
  • Engemann Asset Management
    Mid Cap Portfolio Manager And Multi-Sector Analyst
    Engemann Asset Management 2004 - 2006
    Pasadena, California
    Advised portfolio managers on business services, industrial, transportation, consumer, education and internet companies. Co-managed a $175 million mid cap growth mutual fund.
  • Franklin Templeton Investments
    Portfolio Manager And Equity Analyst
    Franklin Templeton Investments 2001 - 2004
    San Mateo, California
    Provided consumer sector stock recommendations. Co-managed $2 billion in all cap core and large cap core portfolios. Co-managed a $500 million all cap consumer sector equity portfolio.
  • Franklin Templeton Investments
    Equity Analyst
    Franklin Templeton Investments 1998 - 2001
    San Mateo, California
    Counseled small cap, large cap, mid cap, growth and value managers on automotive and transportation stocks from 1998 to 1999 and retail stocks from 1999 to 2001.

Bill Hawes, Cfa, Cfp® Skills

Equities Portfolio Management Asset Management Capital Markets Investments Financial Modeling Financial Analysis Valuation

Bill Hawes, Cfa, Cfp® Education Details

Frequently Asked Questions about Bill Hawes, Cfa, Cfp®

What company does Bill Hawes, Cfa, Cfp® work for?

Bill Hawes, Cfa, Cfp® works for Candor Asset Advisors®

What is Bill Hawes, Cfa, Cfp®'s role at the current company?

Bill Hawes, Cfa, Cfp®'s current role is President & Chief Investment Officer.

What is Bill Hawes, Cfa, Cfp®'s email address?

Bill Hawes, Cfa, Cfp®'s email address is bi****@****ces.com

What is Bill Hawes, Cfa, Cfp®'s direct phone number?

Bill Hawes, Cfa, Cfp®'s direct phone number is +151232*****

What schools did Bill Hawes, Cfa, Cfp® attend?

Bill Hawes, Cfa, Cfp® attended University Of Southern California - Marshall School Of Business, The University Of Texas At Austin.

What skills is Bill Hawes, Cfa, Cfp® known for?

Bill Hawes, Cfa, Cfp® has skills like Equities, Portfolio Management, Asset Management, Capital Markets, Investments, Financial Modeling, Financial Analysis, Valuation.

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