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William Smith, Cfa Email & Phone Number
Senior Vice President, Managing Director of Pension Services
at
Girard, a Univest Wealth Division
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Vice President, Managing Director of Pension Services
Location
Greater Philadelphia, United States
Company size
Who is William Smith, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
William Smith, Cfa is listed as Senior Vice President, Managing Director of Pension Services at Girard, a Univest Wealth Division, a with 64 employees, based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for William Smith, Cfa.
William Smith, Cfa previously worked as Senior Vice President - Senior Investment Advisor at Girard, A Univest Wealth Division and Principal, Business Development and Relationship Management at Dupont Capital Management. William Smith, Cfa holds Executive Education, Private Equity: Invest With Confidence from Columbia Business School.
Company email context
Email format at Girard, a Univest Wealth Division
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Girard, a Univest Wealth Division
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Profile bio
About William Smith, Cfa
Experienced Business Development professional with a demonstrated history of working in the investment management industry. Strong skills in people leadership, sales, client service, consultant relations and investments.
Current workplace
William Smith, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Girard, A Univest Wealth Division
8 roles
William Smith, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Vice President - Senior Investment Advisor
CurrentWorking with institutional clients and prospects to help them reach their investment goals.
Apr 2024 - Present
Principal, Business Development And Relationship Management
Current
Dupont Capital Management
Dec 2014 - Present
Managing Director Business Development And Relationship Mangement
Dupont Capital Management
Jun 2019 - Feb 2024
Marketing Executive
Sep 2004 - Nov 2014
Senior Investment Analyst
Jan 2000 - Sep 2004
Relationship Manager
Jun 1997 - Dec 1999
Investment Officer
Corestates Bank
May 1991 - Jun 1997
Team & coworkers
Colleagues at Girard, a Univest Wealth Division
Other employees you can reach at meetgirard.com. View company contacts for 64 employees →
BG
Breuninger, George
Colleague at Girard, A Univest Wealth DivisionRoyersford, Pennsylvania, United States
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TH
Thomas Hellings
Colleague at Girard, A Univest Wealth DivisionGreater Philadelphia, United States
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SE
Stacey Eckman
Colleague at Girard, A Univest Wealth DivisionAllentown, Pennsylvania, United States
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AM
Andrew Molish
Colleague at Girard, A Univest Wealth DivisionDresher, Pennsylvania, United States
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LC
Lisa Colon
Colleague at Girard, A Univest Wealth DivisionPhiladelphia, Pennsylvania, United States
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MS
Matt Stratton
Colleague at Girard, A Univest Wealth DivisionFort Myers, Florida, United States
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KN
Kevin Norris
Colleague at Girard, A Univest Wealth DivisionGreater Philadelphia, United States
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TL
Taylor Lombardo,
Colleague at Girard, A Univest Wealth DivisionPhiladelphia, Pennsylvania, United States
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LA
Lisa Ashcroft, Vp, Ctfa
Colleague at Girard, A Univest Wealth DivisionReading, Pennsylvania, United States
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BY
Brooke Yang, Cfa, Mba
Colleague at Girard, A Univest Wealth DivisionPhiladelphia, Pennsylvania, United States
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Breuninger, George
Colleague at Girard, A Univest Wealth DivisionRoyersford, Pennsylvania, United States
View →
TH
Thomas Hellings
Colleague at Girard, A Univest Wealth DivisionGreater Philadelphia, United States
View →
SE
Stacey Eckman
Colleague at Girard, A Univest Wealth DivisionAllentown, Pennsylvania, United States
View →
AM
Andrew Molish
Colleague at Girard, A Univest Wealth DivisionDresher, Pennsylvania, United States
View →
LC
Lisa Colon
Colleague at Girard, A Univest Wealth DivisionPhiladelphia, Pennsylvania, United States
View →
MS
Matt Stratton
Colleague at Girard, A Univest Wealth DivisionFort Myers, Florida, United States
View →
KN
Kevin Norris
Colleague at Girard, A Univest Wealth DivisionGreater Philadelphia, United States
View →
TL
Taylor Lombardo,
Colleague at Girard, A Univest Wealth DivisionPhiladelphia, Pennsylvania, United States
View →
LA
Lisa Ashcroft, Vp, Ctfa
Colleague at Girard, A Univest Wealth DivisionReading, Pennsylvania, United States
View →
BY
Brooke Yang, Cfa, Mba
Colleague at Girard, A Univest Wealth DivisionPhiladelphia, Pennsylvania, United States
View →
4 education records
William Smith, Cfa education
Executive Education, Private Equity: Invest With Confidence
Mba, Finance
Ba, Economics
Education record
Cherry Hill High School East
FAQ
Frequently asked questions about William Smith, Cfa
Quick answers generated from the profile data available on this page.
What company does William Smith, Cfa work for?
William Smith, Cfa works for Girard, a Univest Wealth Division.
What is William Smith, Cfa's role at Girard, a Univest Wealth Division?
William Smith, Cfa is listed as Senior Vice President, Managing Director of Pension Services at Girard, a Univest Wealth Division.
Where is William Smith, Cfa based?
William Smith, Cfa is based in Greater Philadelphia, United States while working with Girard, a Univest Wealth Division.
What companies has William Smith, Cfa worked for?
William Smith, Cfa has worked for Girard, A Univest Wealth Division, Dupont Capital Management, Vanguard, and Corestates Bank.
Who are William Smith, Cfa's colleagues at Girard, a Univest Wealth Division?
William Smith, Cfa's colleagues at Girard, a Univest Wealth Division include Breuninger, George, Thomas Hellings, Stacey Eckman, Andrew Molish, and Lisa Colon.
How can I contact William Smith, Cfa?
You can use AeroLeads to view verified contact signals for William Smith, Cfa at Girard, a Univest Wealth Division, including work email, phone, and LinkedIn data when available.
What schools did William Smith, Cfa attend?
William Smith, Cfa holds Executive Education, Private Equity: Invest With Confidence from Columbia Business School.
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