![Bill Purdy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
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.
Actieve functies van Bill Purdy
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Opleiding van Bill Purdy
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20
Eerstegraads connecties
2
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Verwante bedrijven
| Bedrijven in privébezit | 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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