Chief Investment Officer
Current
Dec 2022 - Present
AeroLeads people directory · profile
William R. Winkeler Jr., Cfa, Cfp® Email & Phone Number
Chief Investment Officer
at
Confluence Financial Partners
1 work email found
@confluencefp.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Pittsburgh, Pennsylvania, United States
Who is William R. Winkeler Jr., Cfa, Cfp®? Overview
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Quick answer
William R. Winkeler Jr., Cfa, Cfp® is listed as Chief Investment Officer at Confluence Financial Partners, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at confluencefp.com and a matched LinkedIn profile for William R. Winkeler Jr., Cfa, Cfp®.
William R. Winkeler Jr., Cfa, Cfp® previously worked as Director of Investments at Confluence Financial Partners and Managing Director at Waldron Private Wealth. William R. Winkeler Jr., Cfa, Cfp® holds Bachelor Of Science, Business Administration; Finance from University Of Pittsburgh, College Of Business Administration.
Company email context
Email format at Confluence Financial Partners
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*@confluencefp.com
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AeroLeads found 1 current-domain work email signal for William R. Winkeler Jr., Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About William R. Winkeler Jr., Cfa, Cfp®
William R. Winkeler Jr., Cfa, Cfp® is a Chief Investment Officer at Confluence Financial Partners. He possess expertise in financial services.
Listed skills include Financial Services.
Current workplace
William R. Winkeler Jr., Cfa, Cfp®'s current company
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9 roles
William R. Winkeler Jr., Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Investments
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.
Feb 2022 - Dec 2022
Managing Director
Mar 2020 - Jan 2022
Director - Investments
Jul 2017 - Mar 2020
Senior Investment Analyst
Mar 2015 - Jul 2017
Senior Financial Associate
Nov 2013 - Mar 2015
Wealth Strategy Associate
May 2011 - Nov 2013
Investment Management Intern
Apr 2009 - May 2011
President- Delta Chapter
Dec 2009 - Jan 2011
1 education record
William R. Winkeler Jr., Cfa, Cfp® education
-
University Of Pittsburgh, College Of Business Administration
FAQ
Frequently asked questions about William R. Winkeler Jr., Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does William R. Winkeler Jr., Cfa, Cfp® work for?
William R. Winkeler Jr., Cfa, Cfp® works for Confluence Financial Partners.
What is William R. Winkeler Jr., Cfa, Cfp®'s role at Confluence Financial Partners?
William R. Winkeler Jr., Cfa, Cfp® is listed as Chief Investment Officer at Confluence Financial Partners.
What is William R. Winkeler Jr., Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @confluencefp.com for William R. Winkeler Jr., Cfa, Cfp® at Confluence Financial Partners.
Where is William R. Winkeler Jr., Cfa, Cfp® based?
William R. Winkeler Jr., Cfa, Cfp® is based in Pittsburgh, Pennsylvania, United States while working with Confluence Financial Partners.
What companies has William R. Winkeler Jr., Cfa, Cfp® worked for?
William R. Winkeler Jr., Cfa, Cfp® has worked for Confluence Financial Partners, Waldron Private Wealth, Rbc Wealth Management, Ubs Wealth Management, and Alpha Kappa Psi.
How can I contact William R. Winkeler Jr., Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for William R. Winkeler Jr., Cfa, Cfp® at Confluence Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did William R. Winkeler Jr., Cfa, Cfp® attend?
William R. Winkeler Jr., Cfa, Cfp® holds Bachelor Of Science, Business Administration; Finance from University Of Pittsburgh, College Of Business Administration.
What skills is William R. Winkeler Jr., Cfa, Cfp® known for?
William R. Winkeler Jr., Cfa, Cfp® is listed with skills including Financial Services.
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