Profiel
Mr. William R.
Horton, CFA, is Chief Investment Officer & Executive VP of Investment Management & Strategy at MD Financial Management, Inc. He is responsible for managing more than $21 billion in client assets held in the organization's proprietary mutual funds, pools and portfolios, and $7 billion in client non-discretionary assets.
Prior to joining MD in 2008, Mr. Horton provided independent professional advisory services to wealth management companies and affluent families through his own firm.
His early career was spent as a financial advisor and investment counselor with some of North America’s largest financial services companies.
He was a partner in a private wealth management firm and founded its investment counsel arm.
He has more than 27 years in financial services.
Mr. Horton received his Bachelor’s degree in economics from Harvard University.
Eerdere bekende functies van William Russell Horton
| Bedrijven | Functie | Einde |
|---|---|---|
MD Financial Management, Inc.
 MD Financial Management, Inc. Investment ManagersFinance MD Financial Management, Inc. (MD) is a Canadian fund-of-funds manager headquartered in Ottawa, Ontario. The firm was founded in 1969 and is owned by The Bank of Nova Scotia (TSE: BNS). MD provides financial products and services and offers investment counselling services to Canada’s physicians and their families. The firm also serves as the fund manager for the MD Family of Funds. | Chief Investment Officer | 01-04-2016 |
Horton Financial Planning LLC
 Horton Financial Planning LLC Investment ManagersFinance Horton Financial Planning LLC provides investment advice. It services include personal financial planning, retirement planning strategies, cash flow analysis and debt reduction, investment analysis and asset allocation, retirement income strategies and estate planning fundamentals. The company was founded by Thomas B. Horton in 1996 and is headquartered in Farmington Hills, MI. | Corporate Officer/Principal | 31-12-2006 |
CAP Advisors LLC
 CAP Advisors LLC Investment ManagersFinance Founded in 2007, CAP Advisors LLC is a registered investment advisor located in Westport, Connecticut. The firm provides investment supervisory services to individual and small businesses. | Corporate Officer/Principal | 30-10-2001 |
| Canada Trust Financial Services | Corporate Officer/Principal | 31-12-1998 |
RBC Capital Markets LLC (Investment Management)
 RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Corporate Officer/Principal | 31-12-1995 |
Opleiding van William Russell Horton
| Harvard University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 6 |
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RBC Capital Markets LLC (Investment Management)
RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Finance |
| Canada Trust Financial Services | |
CAP Advisors LLC
CAP Advisors LLC Investment ManagersFinance Founded in 2007, CAP Advisors LLC is a registered investment advisor located in Westport, Connecticut. The firm provides investment supervisory services to individual and small businesses. | Finance |
Horton Financial Planning LLC
Horton Financial Planning LLC Investment ManagersFinance Horton Financial Planning LLC provides investment advice. It services include personal financial planning, retirement planning strategies, cash flow analysis and debt reduction, investment analysis and asset allocation, retirement income strategies and estate planning fundamentals. The company was founded by Thomas B. Horton in 1996 and is headquartered in Farmington Hills, MI. | Finance |
| Harvard Alumni Association | |
MD Financial Management, Inc.
MD Financial Management, Inc. Investment ManagersFinance MD Financial Management, Inc. (MD) is a Canadian fund-of-funds manager headquartered in Ottawa, Ontario. The firm was founded in 1969 and is owned by The Bank of Nova Scotia (TSE: BNS). MD provides financial products and services and offers investment counselling services to Canada’s physicians and their families. The firm also serves as the fund manager for the MD Family of Funds. | Finance |
