Profiel
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.
Eerdere bekende functies van Bill Collins
| Bedrijven | Functie | Einde |
|---|---|---|
Horizon Kinetics Asset Management LLC
 Horizon Kinetics Asset Management LLC Investment ManagersFinance Horizon Kinetics Asset Management LLC (HKAM) is the SEC-registered investment management subsidiary of Horizon Kinetics LLC in the US. The firm was founded in 1994 as Horizon Asset Management LLC by Murray Stahl, Steven Bregman, Peter Doyle, Tom Ewing, and John Meditz. Headquartered in New York City, HKAM manages separately managed accounts, open-ended and closed-ended investment companies, an exchange traded fund and private funds for a wide variety of clients. | Public Communications Contact | 31-03-2011 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Opleiding van Bill Collins
| Assumption College | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Horizon Kinetics Asset Management LLC
Horizon Kinetics Asset Management LLC Investment ManagersFinance Horizon Kinetics Asset Management LLC (HKAM) is the SEC-registered investment management subsidiary of Horizon Kinetics LLC in the US. The firm was founded in 1994 as Horizon Asset Management LLC by Murray Stahl, Steven Bregman, Peter Doyle, Tom Ewing, and John Meditz. Headquartered in New York City, HKAM manages separately managed accounts, open-ended and closed-ended investment companies, an exchange traded fund and private funds for a wide variety of clients. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |