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Perfil
Mr. William M.
Stone is a President at Stone Asset Management, Inc. He has over nineteen years experience in the financial services industry.
Prior to founding Stone Wealth Management, Morgan was Vice President of Austin Trust Company.
He graduated from Vanderbilt University in 1992 and completed the Texas School of Trust Banking in 1996.
He earned an MBA with a Personal Financial Planning concentration from St. Edward's University in 2003 and completed the Financial Planning Association Residency Program at DePaul University in 2004.
Antiguos cargos conocidos de Morgan Stone.
| Empresas | Cargo | Fin |
|---|---|---|
Stone Asset Management, Inc.
 Stone Asset Management, Inc. Investment ManagersFinance SWM invests primarily in no-load mutual funds and exchange traded funds on behalf of their clients, and as required, in individual equities and/or bonds. The firm uses independent investment research that is not influenced by investment banking conflicts of interest. They invest for the long-term by remaining committed to a disciplined rebalancing schedule. | Director Ejecutivo | 01/02/2023 |
Formación de Morgan Stone.
Experiencias
Funciones ocupadas
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Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
99
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Edward's University
 St. Edward's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stone Asset Management, Inc.
Stone Asset Management, Inc. Investment ManagersFinance SWM invests primarily in no-load mutual funds and exchange traded funds on behalf of their clients, and as required, in individual equities and/or bonds. The firm uses independent investment research that is not influenced by investment banking conflicts of interest. They invest for the long-term by remaining committed to a disciplined rebalancing schedule. | Finance |
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