Independent Financial Advisor - Jr. Partner
Current
Cornerstone Financial Group
Private Wealth Management
Oct 2018 - Present
AeroLeads people directory · profile
William Trainor Email & Phone Number
Independent Financial Advisor - Jr. Partner
at
Cornerstone Financial Group
1 work email found
@comcast.net
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Cornerstone Financial Group
Role
Independent Financial Advisor - Jr. Partner
Location
Burlington, Massachusetts, United States
Who is William Trainor? Overview
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Quick answer
William Trainor is listed as Independent Financial Advisor - Jr. Partner at Cornerstone Financial Group, based in Burlington, Massachusetts, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for William Trainor.
William Trainor previously worked as Financial Planning Associate at Cornerstone Financial Group and Real Estate / Estate Planning / Marketing Associate at Law Office Of John V. Hurd, P.C.. William Trainor holds Bachelor'S Degree, Business Administration And Management, General from Skidmore College.
Company email context
Email format at Cornerstone Financial Group
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{first}{last}@comcast.net
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AeroLeads found 1 current-domain work email signal for William Trainor. Compare company email patterns before reaching out.
Profile bio
About William Trainor
I am an investment professional with experience in investment management, business development and relationship management, research, and portfolio construction/management. My versatile skill set has allowed me to perform several key functions during my time in the investment management industry.Specialties:Investment Management, Business Development, Marketing, Marketing Strategy, Equity Research, Fundamental Research, Investment Research, Portfolio Construction, Short Selling, Alternative Investments, Hedge Fund Managers, Mutual Funds, Portfolio Managers, Relationship Management, Equities, Asset Allocation, Portfolio Construction, Institutional Clients, Bloomberg, Thomson Reuters, Morningstar, Russell 2000, SalesForcePlease note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org, at 600 Dresher Rd., Horsham, PA 19044, 800-873-7637, www.htk.com. HTK is a wholly- owned subsidiary of The Penn Mutual Life Insurance Company. Cornerstone Financial Group unaffiliated with HTK. Insurance licensed in the states of: FL, MA, ME, NH. This is not an offer or solicitation in any state(s) where not properly licensed. For insurance licensing information, please contact me at my office at (781)229-0777.6492161RG_Mar26
Listed skills include Portfolio Management, Alternative Investments, Hedge Funds, Equities, and 27 others.
Current workplace
William Trainor's current company
Company context helps verify the profile and gives searchers a useful next step.
Cornerstone Financial Group
6 roles
William Trainor work experience
A career timeline built from the work history available for this profile.
Financial Planning Associate
Cornerstone Financial Group
Series 7 / 66
Mar 2016 - Sep 2018
Real Estate / Estate Planning / Marketing Associate
Law Office Of John V. Hurd, P.C.
Sep 2015 - Feb 2016
Marketing And Business Development Manager
• Sold a subscription-based, boutique investment research product to professional money managers at hedge funds, mutual funds, and family offices• Helped to manage the OWS client relationships to maximize customer satisfaction • Monitored the performance of the positions in the OWS Long and Short Model Portfolios, analyzing risks and calculating the model portfolio returns on an absolute return basis as well as a relative return basis in comparison to its benchmarksOff Wall Street (OWS) is an independent equity research firm located in Harvard Square, Cambridge, MA. OWS provides fundamental research and buy and sell recommendations to hedge funds and other professional money managers.
Mar 2010 - Dec 2014
Equity Research Intern
• Assisted in conducting bottom-up fundamental research for a boutique equity research firm that mainly provides sell recommendations across all sectors to professional money managers• Conducted surveys and interviewed field contacts and consultants to help OWS Senior Analysts investigate the companies for whom they sought to publish research reports
Sep 2009 - Feb 2010
Financial Advisor Associate
Citigroup Smith Barney
Series 7 / 63 / 65• Independently built a client base, developing key professional relationships by creating strategies tailored to meet each client’s specific financial goals through the use of financial planning and wealth management; Attended a 2 week Training and Development Program at Citigroup’s campus in Warren, NJ• Assisted a Private Wealth Group with roughly $250 million in assets under management in executing trades, managing customer relationships and increasing their client base / AUM• Performed diligence and tracked the performance of the Fund Managers utilized in the group’s Separately Managed Accounts and Mutual Fund Portfolios
Dec 2005 - Apr 2009
2 education records
William Trainor education
Bachelor'S Degree, Business Administration And Management, General
Skidmore College
High School
Arlington Catholic High School
FAQ
Frequently asked questions about William Trainor
Quick answers generated from the profile data available on this page.
What company does William Trainor work for?
William Trainor works for Cornerstone Financial Group.
What is William Trainor's role at Cornerstone Financial Group?
William Trainor is listed as Independent Financial Advisor - Jr. Partner at Cornerstone Financial Group.
What is William Trainor's email address?
AeroLeads has found 1 work email signal at @comcast.net for William Trainor at Cornerstone Financial Group.
Where is William Trainor based?
William Trainor is based in Burlington, Massachusetts, United States while working with Cornerstone Financial Group.
What companies has William Trainor worked for?
William Trainor has worked for Cornerstone Financial Group, Law Office Of John V. Hurd, P.C., Off Wall Street Consulting Group, and Citigroup Smith Barney.
How can I contact William Trainor?
You can use AeroLeads to view verified contact signals for William Trainor at Cornerstone Financial Group, including work email, phone, and LinkedIn data when available.
What schools did William Trainor attend?
William Trainor holds Bachelor'S Degree, Business Administration And Management, General from Skidmore College.
What skills is William Trainor known for?
William Trainor is listed with skills including Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Equity Research, and Finance.
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