Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Bill Whitney, Cfa is listed as CFA, MBA, Private Wealth Advisor at Integrated Financial Partners at Integrated Financial Partners, a company 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.
This section adds company-level context without repeating Bill Whitney, Cfa's masked contact details.
Review company-level records connected to Bill Whitney, Cfa before choosing the right outreach path.
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.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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.
Springfield, Massachusetts
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.
Other employees you can reach at ifpadvisor.com. View company contacts for 136 employees →
Stephen Colantuono
Colleague at Integrated Financial Partners
Waltham, Massachusetts, United States, United States
View →
MQ
Matt Quattlebaum
Colleague at Integrated Financial Partners
Fairfax, Virginia, United States, United States
View →
KW
Kyle Wanless
Colleague at Integrated Financial Partners
Amherst, Massachusetts, United States, United States
View →
AL
Albert Li, Chfc
Colleague at Integrated Financial Partners
Waltham, Massachusetts, United States, United States
View →
MD
Mike Dionne, Chfc
Colleague at Integrated Financial Partners
Greater Boston, United States
View →
CM
Clint Mills
Colleague at Integrated Financial Partners
Greater Boston, United States
View →
PK
Peter Kaplan
Colleague at Integrated Financial Partners
Greater Boston, United States
View →
JW
John Webster Iii
Colleague at Integrated Financial Partners
Mashpee, Massachusetts, United States, United States
View →
KP
Kevin Palmieri
Colleague at Integrated Financial Partners
Greater Hartford, United States
View →
AD
Anthony Designor
Colleague at Integrated Financial Partners
Woodland Park, Colorado, United States, United States
View →
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 Stephen Colantuono, Matt Quattlebaum, Kyle Wanless, Albert Li, Chfc, and Mike Dionne, Chfc.
You can use AeroLeads to view verified contact signals for Bill Whitney, Cfa at Integrated Financial Partners, including work email, phone, and LinkedIn data when available.
Bill Whitney, Cfa holds Master Of Business Administration (M.B.A.), Finance And Financial Management Services from Quinnipiac University - School Of Business.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts