Senior Investment Director - Wealth Management
Current
Oct 2018 - Present
AeroLeads people directory · profile
William Northey, Cfa Email & Phone Number
Senior Investment Director - U.S. Bank Wealth Management at U.S. Bank
at
U.S. Bank
1 work email found
@usbank.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Director - U.S. Bank Wealth Management at U.S. Bank
Location
Billings, Montana, United States
Who is William Northey, Cfa? Overview
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Quick answer
William Northey, Cfa is listed as Senior Investment Director - U.S. Bank Wealth Management at U.S. Bank at U.S. Bank, based in Billings, Montana, United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for William Northey, Cfa.
William Northey, Cfa previously worked as Senior Investment Director - Wealth Management at U.S. Bank and Chief Investment Officer, Wealth Management - Community & Metro at U.S. Bank. William Northey, Cfa holds Mba, Business Administration from University Of Montana.
Company email context
Email format at U.S. Bank
This section adds company-level context without repeating William Northey, Cfa's masked contact details.
*@usbank.com
68% confidence
AeroLeads found 1 current-domain work email signal for William Northey, Cfa. Compare company email patterns before reaching out.
Profile bio
About William Northey, Cfa
William Northey, Cfa is a Senior Investment Director - U.S. Bank Wealth Management at U.S. Bank at U.S. Bank. He possess expertise in portfolio management, investments, equities, financial analysis, asset management and 25 more skills.
Listed skills include Portfolio Management, Investments, Equities, Financial Analysis, and 26 others.
Current workplace
William Northey, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 33 years
William Northey, Cfa work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer, Wealth Management - Community & Metro
Oct 2014 - Oct 2018
Regional Investment Manager, Private Client Group
Mar 2012 - Oct 2014
Managing Director, Private Client Group
Sep 2006 - Mar 2012
Senior Portfolio Manager, Private Asset Management
Dec 2000 - Sep 2006
Equity Analyst
Montana Board Of Investments
1998 - Dec 2000
Controller
Montana Transfer Company
1994 - 1998
~4 yrs
3 education records
William Northey, Cfa education
Mba, Business Administration
University Of Montana
Cfa, Chartered Financial Analyst
Cfa Institute
B.S., Accounting / Finance
University Of Montana
FAQ
Frequently asked questions about William Northey, Cfa
Quick answers generated from the profile data available on this page.
What company does William Northey, Cfa work for?
William Northey, Cfa works for U.S. Bank.
What is William Northey, Cfa's role at U.S. Bank?
William Northey, Cfa is listed as Senior Investment Director - U.S. Bank Wealth Management at U.S. Bank at U.S. Bank.
What is William Northey, Cfa's email address?
AeroLeads has found 1 work email signal at @usbank.com for William Northey, Cfa at U.S. Bank.
Where is William Northey, Cfa based?
William Northey, Cfa is based in Billings, Montana, United States while working with U.S. Bank.
What companies has William Northey, Cfa worked for?
William Northey, Cfa has worked for U.S. Bank, Montana Board Of Investments, and Montana Transfer Company.
How can I contact William Northey, Cfa?
You can use AeroLeads to view verified contact signals for William Northey, Cfa at U.S. Bank, including work email, phone, and LinkedIn data when available.
What schools did William Northey, Cfa attend?
William Northey, Cfa holds Mba, Business Administration from University Of Montana.
What skills is William Northey, Cfa known for?
William Northey, Cfa is listed with skills including Portfolio Management, Investments, Equities, Financial Analysis, Asset Management, Asset Allocation, Wealth Management, and Banking.
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