Profil
Mr. William P.
Miller, CFA MBA, is a Founding Partner & Chief Investment Officer at Patton Albertson Miller Group LLC and PAM Legacy LLC.
Mr. Miller has over 25 years of investment portfolio management experience.
From 1995 to 2003, he was vice president and portfolio manager for SunTrust Bank, Atlanta.
Prior to his employment at SunTrust, he was a trust portfolio manager for C&S/Sovran Bank in Atlanta, and previously managed three of Sovran Bank’s money market mutual funds before the firm merged with C&S.
He holds an undergraduate degree in economics from the University of Virginia and a graduate degree from Virginia Commonwealth University.
Anciens postes connus de Bill Miller
| Sociétés | Poste | Fin |
|---|---|---|
Patton Albertson Miller Group LLC
 Patton Albertson Miller Group LLC Investment ManagersFinance Patton Albertson Miller Group LLC (dba PAM Group) is a SEC-registered investment advisor headquartered in Chattanooga, Tennessee. The firm was founded in 2015 by James (Jimmy) Patton, Marc Albertson and William (Bill) Miller when they succeeded in the advisory business of its predecessor firm Patton Albertson & Miller LLC. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). PAM Group provides discretionary advisory services to affluent individuals and families throughout the US. | Fondateur | 01/10/2018 |
Patton Albertson & Miller LLC
 Patton Albertson & Miller LLC Investment ManagersFinance Founded in 2003, PAM Legacy LLC is a wealth management firm and registered investment advisor located in Macon, Georgia. The firm was formerly known as Patton Albertson & Miller LLC. They provide services to high net-worth individuals and families. | Corporate Officer/Principal | - |
Formation de Bill Miller
| University of Virginia | Undergraduate Degree |
| Virginia Commonwealth University | 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 | 2 |
|---|---|
Patton Albertson & Miller LLC
Patton Albertson & Miller LLC Investment ManagersFinance Founded in 2003, PAM Legacy LLC is a wealth management firm and registered investment advisor located in Macon, Georgia. The firm was formerly known as Patton Albertson & Miller LLC. They provide services to high net-worth individuals and families. | Finance |
Patton Albertson Miller Group LLC
Patton Albertson Miller Group LLC Investment ManagersFinance Patton Albertson Miller Group LLC (dba PAM Group) is a SEC-registered investment advisor headquartered in Chattanooga, Tennessee. The firm was founded in 2015 by James (Jimmy) Patton, Marc Albertson and William (Bill) Miller when they succeeded in the advisory business of its predecessor firm Patton Albertson & Miller LLC. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). PAM Group provides discretionary advisory services to affluent individuals and families throughout the US. | Finance |
