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William deButts
Gestor de Cartera-Acciones en Edge Capital Group LLC .
Perfil
Mr. William J.
deButts is a Partner & Senior Financial Advisor at Edge Capital Group LLC.
He brings significant experience working with family offices as well as structuring comprehensive investment and wealth management strategies for both private clients and foundations.
Mr. deButts was employed as a Partner & Senior Investment Advisor by Edge Advisors LLC, a Principal by Convergent Wealth Advisors LLC, and a Founder & Chief Executive Officer by Glenmore Advisors LLC.
He received his undergraduate degree from Hampden-Sydney College and an MBA from Vanderbilt University.
He completed the Alternative Investments Certificate program at The Wharton School of Business at the University of Pennsylvania and is a Certified Investment Management Analyst (CIMA).
Cargos activos de William deButts
Empresas | Cargo | Inicio |
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Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Gestor de Cartera-Acciones | 01/08/2018 |
Antiguos cargos conocidos de William deButts.
Empresas | Cargo | Fin |
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Edge Advisors LLC
![]() Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Gestor de Cartera-Acciones | 01/07/2018 |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | - |
Glenmore Advisors LLC
![]() Glenmore Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Glenmore Advisors LLC is a company that provides financial advisory services. The company is based in Atlanta, GA. Glenmore Advisors was acquired by Edge Capital Partners LLC from The Gleneagles Group LLC on October 27, 2014. | Corporate Officer/Principal | - |
Formación de William deButts.
Hampden-Sydney College | Undergraduate Degree |
Vanderbilt University | Masters Business Admin |
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
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Empresas relacionadas
Empresas privadas | 4 |
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Edge Advisors LLC
![]() Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
Glenmore Advisors LLC
![]() Glenmore Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Glenmore Advisors LLC is a company that provides financial advisory services. The company is based in Atlanta, GA. Glenmore Advisors was acquired by Edge Capital Partners LLC from The Gleneagles Group LLC on October 27, 2014. | Finance |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Finance |
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