Bill Decker
Directeur Général chez Decker Wealth Management LLC
Profil
Mr. William S.
Decker is a Chief Investment Officer at LocalShares, Inc. and a Founder & Managing Member at Decker Wealth Management LLC.
His primary responsibilities at the firm include the development and application of investment strategies for clients.
He co-founded LocalShares in 2010 and Decker Wealth Management in April 2009.
Mr. Decker career experience includes more than 11 years with Morgan Stanley where he served as Senior Vice President of Investments and more than five years with US Trust/Bank of America where he served as Senior Vice President & Private Client Advisor.
At both firms, he focused on wealth management for high net worth individuals and families.
Mr. Decker received his bachelor’s degree with a public administration major from Baylor University and an MBA from Pepperdine University.
Postes actifs de Bill Decker
| Sociétés | Poste | Début |
|---|---|---|
Decker Wealth Management LLC
 Decker Wealth Management LLC Investment ManagersFinance Decker Wealth Management LLC (DWM) is an independent SEC-registered asset management firm headquartered in Nashville, Tennessee. The firm was founded by William S. (Bill) Decker in 2009. DWM provides financial planning, consulting, and investment management services to individuals, trusts, estates, and investment companies. | Directeur Général | 15/04/2009 |
Anciens postes connus de Bill Decker
| Sociétés | Poste | Fin |
|---|---|---|
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
LocalShares, Inc.
 LocalShares, Inc. Investment ManagersFinance LocalShares, Inc. provides investment advice. The company is based in Nashville, TN. The company was founded in 2010 by Michael David Shmerling, Elizabeth Seigenthaler Courtney, William Shannon Decker. LocalShares was acquired by Worth Group LLC from LocalShares LLC on December 18, 2017. | Fondateur | - |
Formation de Bill Decker
| Baylor University | Undergraduate Degree |
| Pepperdine University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
LocalShares, Inc.
LocalShares, Inc. Investment ManagersFinance LocalShares, Inc. provides investment advice. The company is based in Nashville, TN. The company was founded in 2010 by Michael David Shmerling, Elizabeth Seigenthaler Courtney, William Shannon Decker. LocalShares was acquired by Worth Group LLC from LocalShares LLC on December 18, 2017. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Finance |
Decker Wealth Management LLC
Decker Wealth Management LLC Investment ManagersFinance Decker Wealth Management LLC (DWM) is an independent SEC-registered asset management firm headquartered in Nashville, Tennessee. The firm was founded by William S. (Bill) Decker in 2009. DWM provides financial planning, consulting, and investment management services to individuals, trusts, estates, and investment companies. | Finance |
