Scott Brian Williams

Director Ejecutivo en Clutinger, Williams & Verhoye, Inc. .

63 años

Consumer Services

Finance

Perfil

Mr. Scott B.
Williams, CFA, is a President, CEO & Chief Compliance Officer at Clutinger, Williams & Verhoye, Inc. He joined the firm in February of 1995.
He was named President of the firm in June of 2006.
Mr. Williams has over 30 years of experience in the financial services industry successfully helping clients reach their long term goals.
He graduated from San Diego State University in May of 1987, earning his Bachelors of Science Degree in Finance.
His post graduate education includes receiving his Certified Financial Planner (CFP) designation in July of 1994 and earning his Charted Financial Analyst Designation (CFA) in September of 1998.

Cargos activos de Scott Brian Williams

Empresas	Cargo	Inicio
Clutinger, Williams & Verhoye, Inc. Clutinger, Williams & Verhoye, Inc. Investment ManagersFinance Clutinger, Williams & Verhoye, Inc. (CWV) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was co-founded by Thomas Clutinger in 1970. CWV provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses.	Director Ejecutivo	01/02/1995

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Formación de Scott Brian Williams.

San Diego State University

Undergraduate Degree

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Clutinger, Williams & Verhoye, Inc. Clutinger, Williams & Verhoye, Inc. Investment ManagersFinance Clutinger, Williams & Verhoye, Inc. (CWV) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was co-founded by Thomas Clutinger in 1970. CWV provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses.	Finance