William R. Winkeler Jr., Cfa, Cfp®

William R. Winkeler Jr., Cfa, Cfp® Email and Phone Number

Chief Investment Officer @ Confluence Financial Partners
William R. Winkeler Jr., Cfa, Cfp®'s Location
Pittsburgh, Pennsylvania, United States, United States
William R. Winkeler Jr., Cfa, Cfp®'s Contact Details

William R. Winkeler Jr., Cfa, Cfp® personal email

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.

William R. Winkeler Jr., Cfa, Cfp®'s Current Company Details
Confluence Financial Partners

Confluence Financial Partners

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Chief Investment Officer
William R. Winkeler Jr., Cfa, Cfp® Work Experience Details
  • Confluence Financial Partners
    Chief Investment Officer
    Confluence Financial Partners Dec 2022 - Present
    Mcmurray, Pa, Us
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  • Confluence Financial Partners
    Director Of Investments
    Confluence Financial Partners Feb 2022 - Dec 2022
    Mcmurray, Pa, Us
    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.
    View
  • Waldron Private Wealth
    Managing Director
    Waldron Private Wealth Mar 2020 - Jan 2022
    Bridgeville, Pa, Us
    View
  • Waldron Private Wealth
    Director - Investments
    Waldron Private Wealth Jul 2017 - Mar 2020
    Bridgeville, Pa, Us
    View
  • Waldron Private Wealth
    Senior Investment Analyst
    Waldron Private Wealth Mar 2015 - Jul 2017
    Bridgeville, Pa, Us
    View
  • Rbc Wealth Management
    Senior Financial Associate
    Rbc Wealth Management Nov 2013 - Mar 2015
    Toronto, Ontario, Ca
    View
  • Ubs Wealth Management
    Wealth Strategy Associate
    Ubs Wealth Management May 2011 - Nov 2013
    Zurich, Ch
    View
  • Ubs Wealth Management
    Investment Management Intern
    Ubs Wealth Management Apr 2009 - May 2011
    Zurich, Ch
    View
  • Alpha Kappa Psi
    President- Delta Chapter
    Alpha Kappa Psi Dec 2009 - Jan 2011
    Noblesville, Indiana, Us
    View

William R. Winkeler Jr., Cfa, Cfp® Skills

Financial Services

William R. Winkeler Jr., Cfa, Cfp® Education Details

  • University Of Pittsburgh, College Of Business Administration
    University Of Pittsburgh, College Of Business Administration
    Business Administration; Finance

Frequently Asked Questions about William R. Winkeler Jr., Cfa, Cfp®

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 the current company?

William R. Winkeler Jr., Cfa, Cfp®'s current role is Chief Investment Officer.

What is William R. Winkeler Jr., Cfa, Cfp®'s email address?

William R. Winkeler Jr., Cfa, Cfp®'s email address is bi****@****nce.com

What schools did William R. Winkeler Jr., Cfa, Cfp® attend?

William R. Winkeler Jr., Cfa, Cfp® attended University Of Pittsburgh, College Of Business Administration.

What skills is William R. Winkeler Jr., Cfa, Cfp® known for?

William R. Winkeler Jr., Cfa, Cfp® has skills like Financial Services.

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