Profiel
Mr. William J.
Schultz is a Senior Advisor & Managing Director at McQueen, Ball & Associates, Inc. He works directly with clients in all areas of wealth management and is a senior member of McQueen, Ball’s Investment Committee.
Prior to joining McQueen, Ball in 2001, he served as Chief Investment Officer of Fixed Income at Carroll & Company Management Inc. At Carroll, he was responsible for portfolio management, investment research, and security analysis.
He earned an M.B.A.
from the Wharton School and graduated Cum Laude with a B.A.
in Mathematics from Boston College.
Eerdere bekende functies van Bill Schultz
| Bedrijven | Functie | Einde |
|---|---|---|
McQueen, Ball & Associates, Inc.
 McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates. | Analyst-Equity | 01-01-2019 |
Opleiding van Bill Schultz
| Boston College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
|---|---|
McQueen, Ball & Associates, Inc.
McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates. | Finance |
