William Ross Kennedy
Corporate Officer/Principal chez Fieldpoint Private Advisors, Inc.
Profil
Mr. William R.
Kennedy is a Chief Investment Officer & Director at Fieldpoint Private Bank & Trust, a Chief Investment Officer at Fieldpoint Private Advisors, Inc. and a Chief Investment Officer at Fieldpoint Private Securities LLC.
He is on the Board of Directors at Fieldpoint Private Bank & Trust.
He is responsible for the firm’s investment philosophy, process and platform including market cycle research, asset allocation, manager due diligence, portfolio construction and risk management.
He has over 30 years of investment and capital markets experience.
Prior to joining Fieldpoint Private in 2012, he was the Global Director of Research for Citigroup Global Markets, Inc. He also held senior positions at Century Atlantic Capital Management, Guy Carpenter & Company, and the DuPont Pension Fund.
He has served on the boards of several educational, charitable and religious organizations.
He holds a BA in economics and an MBA in finance from the Neeley School of Business at Texas Christian University.
He is a CFA charterholder and a member of the CFA Society of New York, The Economic Club of New York, the Global Interdependence Center, and the University Club.
Postes actifs de William Ross Kennedy
| Sociétés | Poste | Début |
|---|---|---|
Fieldpoint Private Advisors, Inc.
 Fieldpoint Private Advisors, Inc. Investment ManagersFinance Founded in 2001, Fieldpoint Private Advisors, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Fieldpoint Private Bank & Trust. They were previously known as Analytic Asset Management, Inc. Fieldpoint provides advisory services to the following types of clients: (1) individuals (2) high net-worth individuals (3) charitable organizations and (4) other corporations or other businesses | Corporate Officer/Principal | 01/07/2012 |
The Economic Club of New York
 The Economic Club of New York Miscellaneous Commercial ServicesCommercial Services The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Global Interdependence Center | Corporate Officer/Principal | - |
The University Club, Inc.
 The University Club, Inc. Movies/EntertainmentConsumer Services Part of ClubCorp Holdings, Inc., The University Club, Inc. offers club membership. The company is based in Cincinnati, OH. | Corporate Officer/Principal | - |
Anciens postes connus de William Ross Kennedy
| Sociétés | Poste | Fin |
|---|---|---|
Dominari Securities LLC (Investment Management)
 Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Directeur en chef des Investissements | 01/12/2019 |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 01/02/2008 |
| CITIGROUP INC. | Corporate Officer/Principal | - |
Fieldpoint Private Bank & Trust
 Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Directeur en chef des Investissements | - |
Guy Carpenter & Co. LLC
 Guy Carpenter & Co. LLC Insurance Brokers/ServicesFinance Guy Carpenter & Co. LLC provides reinsurance services. Its services include accident and health, agriculture, environmental, general casualty, investment banking, life and annuity, marine and energy, property, and workers compensation. The company was founded in 1921 by Guy Carpenter and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formation de William Ross Kennedy
| Texas Christian University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CITIGROUP INC. | Finance |
| Entreprise privées | 12 |
|---|---|
Teachers Insurance & Annuity Association of America-College
 Teachers Insurance & Annuity Association of America-College Investment ManagersFinance Teachers Insurance & Annuity Association of America-College provides financial products and services. It offers retirement plans, mutual funds, annuities, life insurance, brokerage and trading services, managed accounts and education savings. The company was founded by Andrew Carnegie in 1918 and is headquartered in New York, NY. | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
| Conoco, Inc. | Energy Minerals |
The University Club, Inc.
The University Club, Inc. Movies/EntertainmentConsumer Services Part of ClubCorp Holdings, Inc., The University Club, Inc. offers club membership. The company is based in Cincinnati, OH. | Consumer Services |
Fieldpoint Private Advisors, Inc.
Fieldpoint Private Advisors, Inc. Investment ManagersFinance Founded in 2001, Fieldpoint Private Advisors, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Fieldpoint Private Bank & Trust. They were previously known as Analytic Asset Management, Inc. Fieldpoint provides advisory services to the following types of clients: (1) individuals (2) high net-worth individuals (3) charitable organizations and (4) other corporations or other businesses | Finance |
| Salomon Brothers | Finance |
Citigroup Global Markets Japan, Inc.
 Citigroup Global Markets Japan, Inc. Investment Banks/BrokersFinance Citigroup Global Markets Japan, Inc. (CGM-JP) is a wholly-owned broker/dealer subsidiary of Citigroup Japan Holdings GK, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Previously known as Nikko Citigroup Ltd., the firm was founded in 1999 as a joint venture between US-based Citigroup and Nikko Securities, based in Japan. Headquartered in Tokyo, CGM-JP provides brokerage services to governmental institutions, financial institutions, multinational corporations and institutional investors. Their sales and trading, distribution and research capabilities span a broad range of asset classes, currencies, sectors and products including equities, commodities, credit, futures, foreign exchange (FX), emerging markets, G10 rates, municipals, prime finance and securitized markets. | Finance |
Guy Carpenter & Co. LLC
Guy Carpenter & Co. LLC Insurance Brokers/ServicesFinance Guy Carpenter & Co. LLC provides reinsurance services. Its services include accident and health, agriculture, environmental, general casualty, investment banking, life and annuity, marine and energy, property, and workers compensation. The company was founded in 1921 by Guy Carpenter and is headquartered in New York, NY. | Finance |
The Economic Club of New York
The Economic Club of New York Miscellaneous Commercial ServicesCommercial Services The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY. | Commercial Services |
Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Finance |
| Global Interdependence Center | |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Finance |
