President │ Director Of Institutional Asset Management Group
Current
Sep 2023 - Present
AeroLeads people directory · profile
Bill Ford, Cfp® Email & Phone Number
President │ Director of Institutional Asset Management Group at DIVIDEND ASSETS CAPITAL, LLC
at
Dividend Assets Capital, LLC
1 work email found
@dacapitalsc.com
11 phones found area 631, 516, 718, and 908
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President │ Director of Institutional Asset Management Group at DIVIDEND ASSETS CAPITAL, LLC
Location
Greater Boston, United States
Who is Bill Ford, Cfp®? Overview
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Quick answer
Bill Ford, Cfp® is listed as President │ Director of Institutional Asset Management Group at DIVIDEND ASSETS CAPITAL, LLC at Dividend Assets Capital, LLC, based in Greater Boston, United States. AeroLeads shows a work email signal at dacapitalsc.com, phone signal with area code 631, 516, 718, 908, and a matched LinkedIn profile for Bill Ford, Cfp®.
Bill Ford, Cfp® previously worked as President │ Director of Institutional Asset Management Group at Dividend Assets Capital, Llc and Managing Director │ Head of Institutional Asset Management Group at Dividend Assets Capital, Llc. Bill Ford, Cfp® holds Bachelor’S Degree, Political Science; Minor In Business Administration from University Of New Hampshire.
Company email context
Email format at Dividend Assets Capital, LLC
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*@dacapitalsc.com
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AeroLeads found 1 current-domain work email signal for Bill Ford, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Bill Ford, Cfp®
Experienced Financial Services Executive with a proven track record in creating and maintaining productive product distribution programs in growth, start-up and turnaround situations. Recognized for a keen ability to identify business opportunities and translate them into tangible, revenue generating solutions. Possesses a rare combination of general business management capabilities, versatility to multi-task and/or adapt in continually changing environments and an entrepreneurial drive to succeed. An engaging and diplomatic personality with the ability to motivate people to action through enthusiasm, determination, integrity, innovation, continuing education and managing by example.Specialties: • Strategic business development, planning and distribution expertise• Expertise in advisory solutions deployed through Retail (RIA/IBD) and Institutional distribution channels• Sales and Marketing of separate accounts, alternative investments (liquid and illiquid), mutual funds, annuities and retirement plan solutions • Product development, management and placement• P&L and personnel management• Contract negotiation and execution
Listed skills include Mutual Funds, Financial Services, Retirement Planning, Asset Management, and 38 others.
Current workplace
Bill Ford, Cfp®'s current company
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8 roles · 33 years
Bill Ford, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Director │ Head Of Institutional Asset Management Group
Oversee the P&L and direct investment management, business development and partnering activities in support of Financial Intermediary and Institutional relationships. Dividend Assets Capital is an asset and wealth manager specializing in equity investments that aim to provide sustainable and rising income. Strategies are offered as SMA and UMA arrangements through a variety of industry leading Custodians, Managed Asset Platforms and RIA Firms, as well as Trust and other Institutional partnerships.
Sep 2019 - Aug 2023
Vice President │ Strategic Accounts
Manage product distribution through direct investment and indirect, financial intermediary platforms in multiple financial services channels including RIAs, Multi-Family Offices, Financial Institutions and Independent Broker Dealers. Responsible for the sourcing, platform placement and business development of proprietary and non-proprietary alternative investment solutions to help our business partners diversify and enhance their portfolio management capabilities. SQN specializes in private debt investments.The Arboretum Group, LLC family of companies is a group of related, independently operated businesses sharing a strong commitment to service, quality and excellence. Through common ownership, yet separate management teams, we provide the breadth of services and strength of an institutional firm while maintaining a personal boutique approach to anticipating our client’s needs and providing service levels beyond expectation. With over 200 years of industry experience amongst our senior management, let our team help your team grow and prosper. Through our three companies, we are a full-service organization – providing Fund Management, Asset Financing, Servicing and Distribution. American Elm Distribution Partners, LLC (Member: FINRA / SIPC) is the exclusive selling agent for public and private offerings sponsored by Arboretum Investment Advisors, LLC as well as providing distribution services to third party investment managers.
Apr 2017 - Aug 2019
Vice President, National Accounts
Responsible for supporting and growing strategic alliances with key Wealth Management, Insurance (Sub-Advisory) and Custodial partners of American Century Investments. Manage relationships with key home office and field personnel at each firm and support their asset management, retirement planning and business development efforts.
Jul 2010 - Dec 2016
Executive Director, Advisory Services
Summit Financial Corporation
Principal in a personal financial planning and wealth management business with targeted expertise in retirement income solutions.
Jul 2009 - Jul 2010
Vp & National Accounts Director - Guardian Investor Services Llc
• Rebuilt and managed the tactical, financial and legal activities associated with running a financial products distribution program with more 900 financial intermediary relationships and $25 billion in assets. • Developed, coordinated and implemented the sales and marketing strategies for variable annuity, mutual fund and retirement plan distribution.• Supervised/Managed National Accounts and Sales Managers and support personnel.
Mar 2000 - Dec 2008
Director, National Accounts Manager
1998 - 2000
~2 yrs
Relationship Management And Business Development
1994 - 1998
~4 yrs
1 education record
Bill Ford, Cfp® education
-
University Of New Hampshire
FAQ
Frequently asked questions about Bill Ford, Cfp®
Quick answers generated from the profile data available on this page.
What company does Bill Ford, Cfp® work for?
Bill Ford, Cfp® works for Dividend Assets Capital, LLC.
What is Bill Ford, Cfp®'s role at Dividend Assets Capital, LLC?
Bill Ford, Cfp® is listed as President │ Director of Institutional Asset Management Group at DIVIDEND ASSETS CAPITAL, LLC at Dividend Assets Capital, LLC.
What is Bill Ford, Cfp®'s email address?
AeroLeads has found 1 work email signal at @dacapitalsc.com for Bill Ford, Cfp® at Dividend Assets Capital, LLC.
What is Bill Ford, Cfp®'s phone number?
AeroLeads has found 11 phone signal(s) with area code 631, 516, 718, 908 for Bill Ford, Cfp® at Dividend Assets Capital, LLC.
Where is Bill Ford, Cfp® based?
Bill Ford, Cfp® is based in Greater Boston, United States while working with Dividend Assets Capital, LLC.
What companies has Bill Ford, Cfp® worked for?
Bill Ford, Cfp® has worked for Dividend Assets Capital, Llc, American Elm Distribution Partners, American Century Investments, Summit Financial Corporation, and Guardian Life.
How can I contact Bill Ford, Cfp®?
You can use AeroLeads to view verified contact signals for Bill Ford, Cfp® at Dividend Assets Capital, LLC, including work email, phone, and LinkedIn data when available.
What schools did Bill Ford, Cfp® attend?
Bill Ford, Cfp® holds Bachelor’S Degree, Political Science; Minor In Business Administration from University Of New Hampshire.
What skills is Bill Ford, Cfp® known for?
Bill Ford, Cfp® is listed with skills including Mutual Funds, Financial Services, Retirement Planning, Asset Management, Series 7, Wealth Management, Business Development, and Finance.
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