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William Joseph Thompson
Plus aucun poste en cours
Profil
Mr. William J.
Thompson, CFA MBA, is Senior Vice President of Investments at F-Squared Investments, Inc.
Mr. Thompson was employed as Financial Advisor by Tucker Anthony, Inc., Lead Client Portfolio Manager by UBS Wealth Management and Principal by Dow Jones & Co., Inc. and UBS Financial Services, Inc.
He received his BS in Finance from Boston College and his MBA in Finance from Boston University.
Anciens postes connus de William Joseph Thompson
| Sociétés | Poste | Fin |
|---|---|---|
Dow Jones & Co., Inc.
 Dow Jones & Co., Inc. Internet Software/ServicesTechnology Services Provides news and business information, delivering content to consumers and organizations | Corporate Officer/Principal | - |
Tucker Anthony, Inc.
 Tucker Anthony, Inc. Investment Banks/BrokersFinance Security Brokers | Corporate Officer/Principal | - |
UBS Wealth Management (UK) Ltd.
 UBS Wealth Management (UK) Ltd. Investment ManagersFinance UBS is an active investment manager. Their investment decisions are backed by rigorous in-depth in-house research in addition to external finance market experts. They take a long-term view and also advise investing in the stock market for medium- to long-term commitment. The UBS manager, together with their clients, defines specific investment needs and goals. They then develop an optimally diversified long-term asset allocation best suited to the client's requirements. The strategy is subsequently adjusted to reflect the bank's investment outlook. Their investment funds offer products for market segments including multiple funds for investments in equities, bonds, money market instruments and real estate. UBS has developed a disciplined investment style to ensure that the funds perform in line with the corresponding markets. Their tailored financial planning and wealth management team advises on tax optimization, estate, local and cross-border retirement planning, trust as well as real estate. Wealth management also encompasses what they term 'art banking' which focuses on fine and decorative arts, jewelry, numismatic and other collections. | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
F-Squared Investments, Inc.
 F-Squared Investments, Inc. Investment ManagersFinance Profile Unavailable. | Membre du Comité d'Investissement | - |
Formation de William Joseph Thompson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Dow Jones & Co., Inc.
Dow Jones & Co., Inc. Internet Software/ServicesTechnology Services Provides news and business information, delivering content to consumers and organizations | Technology Services |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
F-Squared Investments, Inc.
F-Squared Investments, Inc. Investment ManagersFinance Profile Unavailable. | Finance |
Tucker Anthony, Inc.
Tucker Anthony, Inc. Investment Banks/BrokersFinance Security Brokers | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UBS Wealth Management (UK) Ltd.
UBS Wealth Management (UK) Ltd. Investment ManagersFinance UBS is an active investment manager. Their investment decisions are backed by rigorous in-depth in-house research in addition to external finance market experts. They take a long-term view and also advise investing in the stock market for medium- to long-term commitment. The UBS manager, together with their clients, defines specific investment needs and goals. They then develop an optimally diversified long-term asset allocation best suited to the client's requirements. The strategy is subsequently adjusted to reflect the bank's investment outlook. Their investment funds offer products for market segments including multiple funds for investments in equities, bonds, money market instruments and real estate. UBS has developed a disciplined investment style to ensure that the funds perform in line with the corresponding markets. Their tailored financial planning and wealth management team advises on tax optimization, estate, local and cross-border retirement planning, trust as well as real estate. Wealth management also encompasses what they term 'art banking' which focuses on fine and decorative arts, jewelry, numismatic and other collections. | Finance |
