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Bill Whitney, Cfa is listed as CFA, MBA, Private Wealth Advisor at Integrated Financial Partners at Integrated Financial Partners, a with 136 employees, based in Quincy, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Bill Whitney, Cfa.
Bill Whitney, Cfa previously worked as Private Wealth Advisor at Integrated Financial Partners and Private Wealth Management Specialist at Bank Of America Merrill Lynch. Bill Whitney, Cfa holds Master Of Business Administration (M.B.A.), Finance And Financial Management Services from Quinnipiac University - School Of Business.
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A CFA® Charterholder with over a decade of experience of helping families and individuals of high net worth achieve their financial goals. Currently a Private Wealth Advisor for Integrated Wealth Planning, focusing on helping high net worth families with complex planning needs.Previous roles include Investment Specialist at Merrill Lynch Private Wealth Management, as well as a Corporate Credit Research Analyst at Bank of America's Chief Investment Office, and Portfolio Manager Senior Associate at Bank of America Private Bank. Graduate of Quinnipiac Graduate School of Business (MBA), and Isenberg School of Business (BBA) at University of Massachusetts Amherst, with honors.Securities offered through LPL Financial (LPL), a registered broker-dealer. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Waltham, Massachusetts, United States
Deliver personalized financial planning and investment management services for successful professionals with equity-oriented compensation and high-net-worth families looking to protect their loved ones. Work with clients and alongside their current CPA's or estate planning attorneys to form complex multi-generational financial plans that fit their needs.
Boston, Massachusetts, United States
Managed wealth for ultra high net worth individuals and families, including current and former corporate executives and private business owners. The role of Investment Specialist within the team ensured that each client received customized advice as their investment circumstances evolved throughout the course of their lives, which included:-Domestic and global market research-Investment manager research and due diligence-Portfolio construction-Portfolio rebalancing and modeling-Tax loss harvesting-Trading, repositioning, tactical deployment of new funds to models-Portfolio performance evaluation-Monte Carlo wealth projections in conjunction with a team Relationship Manager
Boston, Massachusetts, United States
Formerly a Credit Research analyst for companies within the Corporate Investment Grade universe, and in particular companies in the Technology, Capital Goods, and Consumer sectors. Provided comprehensive research on issuers that were included in multiple fixed income strategies for the Private Bank at Bank of America.
Hartford, Connecticut Area
Maintained book of business under Portfolio Managers. Researched client account activities and formed a comprehensive investment strategy based on client preferences, current market conditions, and goals. Prepared client Investment Policy Statements (IPS), client trade proposals, performance aggregate reports, and presentations for client use.
Hadley, Ma
Processed domestic and international trades, swaps, and transfers in adherence with client's specific requests. Ensured accuracy by completing daily error report and addressing logs attached to unprocessed trades.
Hadley, Ma
Previously in charge of building several reports detailing new security buys for various mutual funds. Reviewed and resolve price inconsistencies by researching prices through client-specified vendors and Bloomberg terminals. Formerly responsible for calculating the Net Asset Values of each mutual fund and the relay of information to clients, along with sending client-specified pricing reports to account managers and client operations for review. Ensured accuracy upon completion by running daily formatting macros for specified mutual funds.
Springfield, Massachusetts
• Relayed company financials with senior analysts for use in Private Mezzanine Equity Funds• Analyzed 50+ company profiles with enterprise values ranging from $25 million to $500 millionand finalized security prices for use in 2nd Quarter Private Valuation process• Successfully replicated results from 2nd Quarter to keep parallel between old and new software• Obtained and applied prices for assets under management through internal models• Reviewed and researched assets that failed daily tolerance report through service pricing
Served as the public face to all members of the semi-private club, interacting with approximately 100+ members each day. Managed multiple facets of the club, including course management, golf cart cleaning, and setting up of daily weekday leagues and weekend tournaments. Supervised and trained employees and handled basic cash and credit transactions in the club's Pro Shop, along with creating weekly schedules to cater to the club's demand in staffing.
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Guido M. Sarcione, Chfc
Colleague at Integrated Financial PartnersCranston, Rhode Island, United States
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Anthony Marotti, Cfp®
Colleague at Integrated Financial PartnersNew York, United States
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William George
Colleague at Integrated Financial PartnersWaltham, Massachusetts, United States
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Marco Moretti Crpc®, Cltc®
Colleague at Integrated Financial PartnersCranston, Rhode Island, United States
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Matthew Neville, Cfp®
Colleague at Integrated Financial PartnersNorth Easton, Massachusetts, United States
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Carolyn Kneeland
Colleague at Integrated Financial PartnersClinton, Massachusetts, United States
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Danielle Damato
Colleague at Integrated Financial PartnersGlastonbury, Connecticut, United States
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Kevin Mcgrady, Chfc®, Crpc®, Clu®
Colleague at Integrated Financial PartnersCranston, Rhode Island, United States
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Christopher Fletcher, Cfs
Colleague at Integrated Financial PartnersGlastonbury, Connecticut, United States
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Matthew Neville
Colleague at Integrated Financial PartnersNorth Easton, Massachusetts, United States
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Financial Analysis with Chartered Financial Analyst (CFA) core focus. 3.96 Cumulative GPA.
3.60 Cumulative GPA. 3.77 Major GPA.
Honor Roll All Semesters Certificate of Mastery recipient National AP Scholar Senior Representative Key Club of America: ELHS.
Quick answers generated from the profile data available on this page.
Bill Whitney, Cfa works for Integrated Financial Partners.
Bill Whitney, Cfa is listed as CFA, MBA, Private Wealth Advisor at Integrated Financial Partners at Integrated Financial Partners.
Bill Whitney, Cfa is based in Quincy, Massachusetts, United States while working with Integrated Financial Partners.
Bill Whitney, Cfa has worked for Integrated Financial Partners, Bank Of America Merrill Lynch, Bank Of America, Bank Of America Private Bank, and U.S. Trust.
Bill Whitney, Cfa's colleagues at Integrated Financial Partners include Guido M. Sarcione, Chfc, Anthony Marotti, Cfp®, William George, Marco Moretti Crpc®, Cltc®, and Matthew Neville, Cfp®.
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Bill Whitney, Cfa holds Master Of Business Administration (M.B.A.), Finance And Financial Management Services from Quinnipiac University - School Of Business.
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