Profil
Mr. William Moore, CFA, is a Senior Vice President & Portfolio Manager at W.G.
Shaheen & Associates Ltd. He joined the firm in 2020 and has over 15 years of experience in equity research and portfolio management.
Mr. Moore was employed as a Senior Equity Research Analyst & Fund Manager by Manning & Napier Advisors LLC where he was responsible for covering multiple sectors and industries and consistently identified and recommended investment ideas that performed well ahead of the benchmark.
He received his undergraduate degree from St. Bonaventure University.
Postes actifs de William Moore
| Sociétés | Poste | Début |
|---|---|---|
W.G. Shaheen & Associates Ltd.
W.G. Shaheen & Associates Ltd. Investment ManagersFinance Whitney & Co. creates a balanced portfolio of stocks and bonds tailored to their clients’ objectives and risk tolerance. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
Anciens postes connus de William Moore
| Sociétés | Poste | Fin |
|---|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Analyst-Equity | 01/01/2020 |
Formation de William Moore
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Finance |
St. Bonaventure University
St. Bonaventure University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
W.G. Shaheen & Associates Ltd.
W.G. Shaheen & Associates Ltd. Investment ManagersFinance Whitney & Co. creates a balanced portfolio of stocks and bonds tailored to their clients’ objectives and risk tolerance. | Finance |
















