Profil
William John Roth worked as a Portfolio Manager at Capital Analysts LLC from 2008 to 2013, then as a Director of Investments at Centurion Asset Management LLC from 2014 to 2016, and later as an Investment Director & Partner at Bernardo Wealth Planning LLC from 2017 to 2019.
Roth holds an undergraduate degree from East Stroudsburg University of Pennsylvania and an MBA from LaSalle University.
Ehemalige bekannte Positionen von Bill Roth
| Unternehmen | Position | Ende |
|---|---|---|
Bernardo Wealth Planning LLC
 Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Compliance Officer | 01.04.2019 |
| Centurion Asset Management LLC | Corporate Officer/Principal | 01.05.2016 |
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Corporate Officer/Principal | 01.09.2013 |
Ausbildung von Bill Roth
| East Stroudsburg University of Pennsylvania | Undergraduate Degree |
| LaSalle University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Bernardo Wealth Planning LLC
Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Finance |
Capital Analysts LLC
Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Finance |
| Centurion Asset Management LLC |
