William E. Betts, Iii

William E. Betts, Iii Email and Phone Number

Managing Director- Family Office @ LOMBARD REALTY SERVICES LLC
New York, NY, US
William E. Betts, Iii's Location
New York, New York, United States, United States
William E. Betts, Iii's Contact Details

William E. Betts, Iii work email

William E. Betts, Iii personal email

n/a
About William E. Betts, Iii

William began his professional career at Bear Stearns, Inc. in New York City where he spent six years honing his financial skills while working in various areas of equity trading, convertible bonds, high yield and private client services. William went on to work at Merrill Lynch and then Morgan Stanley in their Private Wealth Management Groups, serving high net worth individuals such as entrepreneurs, professional athletes, and music industry executives. His expertise was even highlighted in Black Enterprise’s “Moneywise: Your Financial Advisor”, January 2003. In 2004 William started The Betts Group LLC, his own private equity advisory firm. As an entrepreneur, William utilized his broad foundation to answer the financial challenges of his clients by providing asset allocation advice, risk management strategies, and equity and fixed income solutions. As Director of Client Development at Dreier LLP, William was responsible for signing professional athletes, identifying marketing and branding opportunities for all new and prospective clients, as well as promoting the firms presence in the sports arena. It was at Dreier LLP that William merged his skill sets as a financial advisor and business manager to not only promote legal services, but to provide wealth management and private equity advisory to all clients. In addition, William was required to create a dynamic infrastructure by implementing a marketing and branding strategy that fits the needs of the firm as well as the individual clients. Within the past two years, William has developed a unique niche of clients consisting of current, veteran and former pro athletes, some of which are aspiring and accomplished entrepreneurs in their own right. Although skilled in many areas, William is best known as a “Rainmaker”.He has the uncanny ability to assess clients’ needs and provide them with timely and obtainable business solutions.

William E. Betts, Iii's Current Company Details
LOMBARD REALTY SERVICES LLC

Lombard Realty Services Llc

View
Managing Director- Family Office
New York, NY, US
Employees:
3
William E. Betts, Iii Work Experience Details
  • Lombard Realty Services Llc
    Managing Director- Family Office
    Lombard Realty Services Llc
    New York, Ny, Us
  • Black Pearl Investments
    Managing Director- Family Office
    Black Pearl Investments Nov 2023 - Present
    New York City Metropolitan Area
  • Principals Direct Group
    Managing Partner
    Principals Direct Group Mar 2023 - Present
    New York, New York, United States
  • Principals Direct Group
    Managing Partner
    Principals Direct Group Mar 2023 - Present
    New York, New York, United States
  • Principals Direct Group
    Managing Partner
    Principals Direct Group Mar 2023 - Nov 2023
    New York, New York, United States
  • The Betts Group, Llc
    Ceo/Founder
    The Betts Group, Llc Oct 2004 - Present
    New York, Ny
    The Betts Group (TBG) was created to provide sound, comprehensive and transparent investment advisory and business development services to it's sophisticated client base consisting of:• Sports and Entertainment Talent• High Net Worth Individuals• Corporate Executives• Entrepreneurs• Real Estate Developers/Investors• Pension Funds • Film and Television Production Companies• TBG's core expertise lies in all facets of wealth management, private equity,investment banking and business management/developmentTBG executes clients goals and objectives by utilizing a broad foundation of legal and financial experts, thus providing asset allocation advice, risk management strategies, and equity and fixed income solutions.
  • Helmsleyspear
    Managing Director
    Helmsleyspear Jan 2020 - Mar 2023
    United States
  • Dreier Llp
    Director Of Client Development
    Dreier Llp Nov 2006 - Dec 2007
  • Morgan Stanley
    Private Wealth Advisor
    Morgan Stanley Jan 2002 - Oct 2004
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Oct 1998 - Dec 2001
  • Bear Stearns & Co. Inc
    Financial Advisor
    Bear Stearns & Co. Inc Jul 1996 - Oct 1998

William E. Betts, Iii Skills

Financial Advisory Film And Tv Finance Social Media Corporate Branding Business Development Finance Equities Licensing Entrepreneurship Real Estate Risk Management Marketing Event Management Private Equity Convertible Bonds Management Sports Management Marketing Strategy Commercial Real Estate Equity Trading

William E. Betts, Iii Education Details

Frequently Asked Questions about William E. Betts, Iii

What company does William E. Betts, Iii work for?

William E. Betts, Iii works for Lombard Realty Services Llc

What is William E. Betts, Iii's role at the current company?

William E. Betts, Iii's current role is Managing Director- Family Office.

What is William E. Betts, Iii's email address?

William E. Betts, Iii's email address is wb****@****ear.com

What schools did William E. Betts, Iii attend?

William E. Betts, Iii attended Connecticut College, The Dwight School, The Dwight School.

What skills is William E. Betts, Iii known for?

William E. Betts, Iii has skills like Financial Advisory, Film And Tv Finance, Social Media, Corporate Branding, Business Development, Finance, Equities, Licensing, Entrepreneurship, Real Estate, Risk Management, Marketing.

Who are William E. Betts, Iii's colleagues?

William E. Betts, Iii's colleagues are Bryan C. Misa.

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