Bill Schultheis
Algemeen Directeur bij Soundmark Wealth Management LLC
Profiel
Mr. William J.
Schultheis is a Principal at Soundmark Wealth Management LLC.
Mr. Schultheis was previously employed as a Senior Investment Advisor by Pacific Asset Management LLC (Washington), a Principal by Smith Barney Asset Management, and a by Salomon Smith Barney.
He received his B.S.
Business degree from Texas A&M University.
Actieve functies van Bill Schultheis
| Bedrijven | Functie | Begin |
|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Algemeen Directeur | 01-01-1999 |
Eerdere bekende functies van Bill Schultheis
| Bedrijven | Functie | Einde |
|---|---|---|
Pacific Asset Management LLC (Washington)
 Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Analyst-Equity | 31-12-2007 |
| Smith Barney Asset Management | Corporate Officer/Principal | 01-01-2000 |
| Salomon Smith Barney | Corporate Officer/Principal | - |
Opleiding van Bill Schultheis
| Texas A&M University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Pacific Asset Management LLC (Washington)
Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Finance |
| Smith Barney Asset Management | Finance |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
| Salomon Smith Barney | Finance |
