Bill Fender

Compliance Officer chez Innovest Portfolio Solutions LLC

Profil

Mr. William E.
Fender is a Principal at Innovest Portfolio Solutions LLC.
He is a consultant and member of the Investment Committee.
He has over 40 years of experience in financial services.
He is also the chief compliance officer for the firm.
He is also responsible for the firm’s expert witness services.
His expertise and experience focuses on litigation involving fiduciary duties associated with trusts and estates, retirement plans, foundations and financial advisers.
Mr. Fender earned his Juris Doctor with honors, from George Washington University Law School, and his Master of Business Administration from the University of Dayton.
He earned his Bachelor of Arts in accounting from Ohio University, graduating cum laude from the Honors College.
Certified Public Accountant, he is a member of the American Institute of Certified Public Accountants and The Colorado Society of Certified Public Accountants.
He is an Accredited Investment Fiduciary Analyst, a professional designation awarded to him in October 2004 by the Center for Fiduciary Studies, an educational organization associated with the Katz Graduate School of Business at the University of Pittsburgh.
He is also an attorney (inactive).
Additionally, he is a Registered Fiduciary, a professional designation that identifies financial professionals as competent fiduciaries.

Postes actifs de Bill Fender

Sociétés	Poste	Début
Innovest Portfolio Solutions LLC	Compliance Officer	01/07/1996

Formation de Bill Fender

George Washington University Law School	Doctorate Degree
University of Dayton	Masters Business Admin
The Ohio University	Undergraduate Degree