Bill Schultheis
Directeur Général chez Soundmark Wealth Management LLC
Profil
Mr. William J.
Schultheis is a Principal at Soundmark Wealth Management LLC.
Mr. Schultheis was previously employed as a Senior Investment Advisor by Pacific Asset Management LLC (Washington), a Principal by Smith Barney Asset Management, and a by Salomon Smith Barney.
He received his B.S.
Business degree from Texas A&M University.
Postes actifs de Bill Schultheis
| Sociétés | Poste | Début |
|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Directeur Général | 01/01/1999 |
Anciens postes connus de Bill Schultheis
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Asset Management LLC (Washington)
 Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Analyst-Equity | 31/12/2007 |
| Smith Barney Asset Management | Corporate Officer/Principal | 01/01/2000 |
| Salomon Smith Barney | Corporate Officer/Principal | - |
Formation de Bill Schultheis
| Texas A&M University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
| Smith Barney Asset Management | Finance |
Pacific Asset Management LLC (Washington)
Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Finance |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
| Salomon Smith Barney | Finance |