Profil
Mr. is Founding Member at Intrinsic Investors LLC.
He co-founded Intinsic Investors in November 1999 and is also the chief compliance officer (CCO).
Mr. Fons has over 21 years of investment experience coupled with an additional 21 years of risk management experience.
He specializes in portfolio management and personal financial planning.
Mr. Fons was associated with the state's largest financial institution and responsible for risk management in excess of $3 billion in assets.
Since 1994, he has been affiliated with member firms of the Financial Industry Regulatory Authority (FINRA).
He attended Marquette University and earned a Bachelor of Science degree in 1973.
Postes actifs de Bill Fons
| Sociétés | Poste | Début |
|---|---|---|
Intrinsic Investors LLC
 Intrinsic Investors LLC Investment ManagersFinance Intrinsic Investors LLC is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was co-founded and owned by William (Bill) Fons, Christopher Shea and Dawn Williams in 1999. Intrinsic Investors provides financial planning and investment management services to individuals, trusts, retirement plans and philanthropic organizations. | Fondateur | 12/11/2009 |
Formation de Bill Fons
| Marquette University | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Intrinsic Investors LLC
Intrinsic Investors LLC Investment ManagersFinance Intrinsic Investors LLC is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was co-founded and owned by William (Bill) Fons, Christopher Shea and Dawn Williams in 1999. Intrinsic Investors provides financial planning and investment management services to individuals, trusts, retirement plans and philanthropic organizations. | Finance |