Bill Hayes
Directeur Général chez Charles Carroll Financial Partners LLC
Profil
Mr. Carroll W.
Hayes is a Principal at Charles Carroll Financial Partners LLC.
Mr. Hayes started his financial career at Merrill Lynch in 1989.
In 1992, he left Merrill Lynch for Fidelity Investments.
During his career at Fidelity Investments he held roles in various divisions of Fidelity.
Those roles included positions in the Trust, 401(k), Brokerage, and Money Management divisions.
He held management positions at Fidelity and in 2001 led a Private Access team based in Boston.
In the Private Access role his responsibilities included managing a book of business in excess of $3 Billion and a client base that was international in scope.
Mr. Hayes is a graduate of Marquette University, and holds an MBA from the Sawyer School of Management.
Postes actifs de Bill Hayes
Sociétés | Poste | Début |
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Charles Carroll Financial Partners LLC
Charles Carroll Financial Partners LLC Investment ManagersFinance Charles Carroll Financial Partners LLC (CCFP) is an investment advisor headquartered in Needham, Massachusetts. The firm was founded by Bill Hayes in 2008 and was acquired by Mission Wealth Management LP in 2024. CCFP provides investment management and personalized financial planning to individuals, trusts, small businesses, pension and profit-sharing plans, estates, and charitable organizations. | Directeur Général | 01/01/2008 |
Formation de Bill Hayes
Marquette University | Undergraduate Degree |
Sawyer Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 1 |
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Charles Carroll Financial Partners LLC
Charles Carroll Financial Partners LLC Investment ManagersFinance Charles Carroll Financial Partners LLC (CCFP) is an investment advisor headquartered in Needham, Massachusetts. The firm was founded by Bill Hayes in 2008 and was acquired by Mission Wealth Management LP in 2024. CCFP provides investment management and personalized financial planning to individuals, trusts, small businesses, pension and profit-sharing plans, estates, and charitable organizations. | Finance |