Profil
Mr. Moyer joined Smith Asset Management Group in January 2004.
From 2000 to 2003, he served as a senior portfolio manager with Northern Trust.
From 1981 to 2000 he served as a senior portfolio manager with Bank of America where he chaired the Portfolio Review Committee.
From 1958 to 1981 he held a variety of positions including senior economist, portfolio manager and securities analyst with U.S.
Trust Company of New York.
Mr. Moyer's educational background includes a M.B.A.
from New York University and B.A.
from Cornell University.
He was awarded the Chartered Financial Analyst (CFA) designation in 1966.
Mr. Moyer is a member of the Association for Investment Management and Research (AIMR) and the Dallas Society of Financial Analysts.
Anciens postes connus de William F. Moyer
| Sociétés | Poste | Fin |
|---|---|---|
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Gestionnaire de Portefeuille-Actions | 31/12/2008 |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
| Banc of America Capital Management LLC | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Gestionnaire de Portefeuille-Actions | 31/12/1980 |
Formation de William F. Moyer
| New York University | Masters Business Admin |
| Cornell University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
| Banc of America Capital Management LLC | Finance |
