Perfil
Mr. William R.
Purdy is a Wealth Manager at NVWM LLC.
Also, he is the head trader for Ventura Wealth Management, implementing the strategies for the multiple risk profiles that are customized by the firm.
Keeping the clients as the primary focus, Mr. Purdy custom tailors portfolios to meet individual’s short and long-term goals.
He is graduate of James Madison University, earning a Bachelor of Business Administration in management, with concentrations in technology, innovation, and entrepreneurship.
Cargos activos de Bill Purdy
| Empresas | Cargo | Inicio |
|---|---|---|
NVWM LLC
NVWM LLC Investment ManagersFinance VWM incorporates fundamental, quantitative and technical analysis for their research process. The firm conducts their own proprietary research and uses several sources of independent, objective research. Their portfolio process emphasizes asset allocation and risk control strategies. VWM analyzes the current global macroeconomic situation and then analyzes individual markets and sectors for the purpose of making allocation decisions. | Trading-Equity | 01/12/2015 |
Formación de Bill Purdy.
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
James Madison University
James Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NVWM LLC
NVWM LLC Investment ManagersFinance VWM incorporates fundamental, quantitative and technical analysis for their research process. The firm conducts their own proprietary research and uses several sources of independent, objective research. Their portfolio process emphasizes asset allocation and risk control strategies. VWM analyzes the current global macroeconomic situation and then analyzes individual markets and sectors for the purpose of making allocation decisions. | Finance |
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