William B. Finnerty, Cepa, Cima, Cpwa

William B. Finnerty, Cepa, Cima, Cpwa Email and Phone Number

Managing Director - Wealth Management, Private Wealth AdvisoryStrategic Partner for Entrepreneurs and Business Owners @ UBS
William B. Finnerty, Cepa, Cima, Cpwa's Location
Washington DC-Baltimore Area, United States, United States
William B. Finnerty, Cepa, Cima, Cpwa's Contact Details

William B. Finnerty, Cepa, Cima, Cpwa work email

William B. Finnerty, Cepa, Cima, Cpwa personal email

n/a
About William B. Finnerty, Cepa, Cima, Cpwa

I lead a team dedicated to helping Entrepreneurs and their families thrive. We utilize a modern team approach to ensure personalized service and comprehensive planning and wealth management. Our combined experience and network offers expertise, insight and innovative solutions to address an Entrepreneur's cycle of pre- and post-sale planning and succession strategies./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

William B. Finnerty, Cepa, Cima, Cpwa's Current Company Details
UBS

Ubs

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Managing Director - Wealth Management, Private Wealth AdvisoryStrategic Partner for Entrepreneurs and Business Owners
William B. Finnerty, Cepa, Cima, Cpwa Work Experience Details
  • Ubs
    Managing Director - Wealth Management
    Ubs Jan 2004 - Present
    Zurich, Ch
    View
  • Ubs
    Ubs Faac
    Ubs 2014 - 2016
    Zurich, Ch
    I served a 2-year term on the UBS FA Advisory Council which contributes to the firm's strategic direction and advisors who serve them.
    View
  • Merrill Lynch
    First Vice President Of Investments
    Merrill Lynch Jan 1995 - Dec 2003
    New York, Ny, Us
    View

William B. Finnerty, Cepa, Cima, Cpwa Skills

Financial Services Services Wealth Management C++

William B. Finnerty, Cepa, Cima, Cpwa Education Details

  • Georgetown University Mcdonough School Of Business
    Georgetown University Mcdonough School Of Business
    Finance
  • University Of Pennsylvania - The Wharton School
    University Of Pennsylvania - The Wharton School
    Certified Investment Management Analyst (Cima)
  • Investment Management Consultants Association (Imca)
    Investment Management Consultants Association (Imca)
    Certified Private Wealth Advisor (Cpwa)

Frequently Asked Questions about William B. Finnerty, Cepa, Cima, Cpwa

What company does William B. Finnerty, Cepa, Cima, Cpwa work for?

William B. Finnerty, Cepa, Cima, Cpwa works for Ubs

What is William B. Finnerty, Cepa, Cima, Cpwa's role at the current company?

William B. Finnerty, Cepa, Cima, Cpwa's current role is Managing Director - Wealth Management, Private Wealth AdvisoryStrategic Partner for Entrepreneurs and Business Owners.

What is William B. Finnerty, Cepa, Cima, Cpwa's email address?

William B. Finnerty, Cepa, Cima, Cpwa's email address is wi****@****rty.com

What schools did William B. Finnerty, Cepa, Cima, Cpwa attend?

William B. Finnerty, Cepa, Cima, Cpwa attended Georgetown University Mcdonough School Of Business, University Of Pennsylvania - The Wharton School, Investment Management Consultants Association (Imca).

What skills is William B. Finnerty, Cepa, Cima, Cpwa known for?

William B. Finnerty, Cepa, Cima, Cpwa has skills like Financial Services, Services, Wealth Management, C++.

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