Profil
Mr. William T.
Hill, CFA MBA, is a Director of Strategic Planning at Foundation Resource Management, Inc.
After a few years with a private manufacturing business, he spent 28 years with Merrill Lynch, retiring as a First Vice President-Investments and Wealth Management Advisor.
Since 1981, he has extensive experience advising institutional, retirement, and private clients in the management of equity, fixed income, and balanced portfolios.
He is a Chartered Financial Analyst charterholder and earned a Bachelor of Arts in Mathematics, magna cum laude, from Vanderbilt University and a Master of Business Administration from the Wharton School of the University of Pennsylvania.
Anciens postes connus de Tom Hill
| Sociétés | Poste | Fin |
|---|---|---|
Foundation Resource Management, Inc.
Foundation Resource Management, Inc. Investment ManagersFinance FRM employs an equity investment approach that centers on the pursuit of intrinsic value. The firm aims to pay an attractive price for a stock based on either the company’s proven ability to earn or its asset value. They perform their own research internally. FRM’s fixed income investment approach is designed to protect capital while generating current income in excess of that derived from investing in equity securities. The firm seeks to leverage their research in the stock market to add value when investing in corporate bonds. Risk premiums are frequently attractive on the companies they study the most, since the bonds tend to be out of favor in parallel with the stock of the company. FRM is very conservative in assuming significant interest rate risk (maturity risk), thus, they prefer a diversified portfolio of short and intermediate-term bonds. | Gestionnaire de Portefeuille-Actions | 11/01/2023 |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Tom Hill
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Foundation Resource Management, Inc.
Foundation Resource Management, Inc. Investment ManagersFinance FRM employs an equity investment approach that centers on the pursuit of intrinsic value. The firm aims to pay an attractive price for a stock based on either the company’s proven ability to earn or its asset value. They perform their own research internally. FRM’s fixed income investment approach is designed to protect capital while generating current income in excess of that derived from investing in equity securities. The firm seeks to leverage their research in the stock market to add value when investing in corporate bonds. Risk premiums are frequently attractive on the companies they study the most, since the bonds tend to be out of favor in parallel with the stock of the company. FRM is very conservative in assuming significant interest rate risk (maturity risk), thus, they prefer a diversified portfolio of short and intermediate-term bonds. | Finance |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















