Perfil
Mr. Bill Collins is a Director at MAI Wealth Advisors LLC.
Prior to joining MAI Wealth Advisors in April 2011, he served as Vice President of Business Development for Horizon Asset Management, a New York based investment firm.
At Horizon, he was responsible for developing relationships and providing ongoing support to Registered Investment Advisors and Multi-Family Offices.
Prior to Horizon, he was Vice President, Northeast Regional Manager, for the Wealth Advisor Solution (WAS) program at Fidelity Investments.
He worked with Fidelity's Account Executives to help solve their clients' complex financial situations.
He brings a depth of experience in the areas of retirement income, planning, and aiding clients in wealth protection and other financial planning strategies.
He has over 21 years of experience to the Investment Group.
Mr. Collins earned his BA in Accounting from Assumption College and his MS in Financial Planning from the College of Financial Planning.
He is a Certified Financial Planner and has attained his Series 7 and 63 registrations.
Antiguos cargos conocidos de Bill Collins.
| Empresas | Cargo | Fin |
|---|---|---|
Horizon Kinetics Asset Management LLC
Horizon Kinetics Asset Management LLC Investment ManagersFinance HKAM is a contrarian (fact-based) investor. The firm conducts their own proprietary in-house research consisting primarily of qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. | Public Communications Contact | 31/03/2011 |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formación de Bill Collins.
Experiencias
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Inactivas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Horizon Kinetics Asset Management LLC
Horizon Kinetics Asset Management LLC Investment ManagersFinance HKAM is a contrarian (fact-based) investor. The firm conducts their own proprietary in-house research consisting primarily of qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. | Finance |
The College for Financial Planning, Inc.
The College for Financial Planning, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Assumption College
Assumption College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
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