Profiel
Mr. William F.
Blanke, Jr., is a Managing Director & Partner at HighTower Advisors LLC.
He focuses his talents on serving the investment needs of clients, corporations and foundations, lending his knowledge to the implementation of wealth management strategies and focusing on fixed-income investments.
He has more than 4 decades of experience as an investment professional.
He is a Trustee of the Family YMCA of the Desert, where he also served on the board for over 25 years.
Prior to joining HighTower, Mr. Blanke spent 30 years at Morgan Stanley, 17 of which were as a Branch Manager.
He was a Select member of the Fixed Income Department (FID), a designation exclusively available to the firm’s top fixed-income advisors.
He was named a 2014 and 2015 Five Star Wealth Manager awardee.
He also served as a member of the Board of Directors for The College of the Desert Foundation for nearly 10 years, previously as a Member of the Planned Gift Committee.
Mr. Blanke received his undergraduate degree from the University of San Diego.
He is also an Accredited Investment Fiduciary (AIF), administered by fi360, the professional designation is the industry's first and only designation that demonstrates knowledge and competency in the area of fiduciary excellence.
Actieve functies van Rick Blanke
| Bedrijven | Functie | Begin |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Portfolio Manager-Fixed Income | 01-05-2011 |
Eerdere bekende functies van Rick Blanke
| Bedrijven | Functie | Einde |
|---|---|---|
College of The Desert Foundation | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | - |
Opleiding van Rick Blanke
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 |
|---|---|
University of San Diego
University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
College of The Desert Foundation | |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
















