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Bill Spiropoulos
Keine laufenden Positionen mehr
Profil
Mr. William T.
Spiropoulos is President & Chief Executive Officer at CoreStates Capital Advisors LLC.
Mr. Spiropoulos has been involved in the securities industry since 1978.
He acquired CoreStates in January 2006, to offer advisory services to institutional and public sector pension plans and to offer comprehensive wealth management services to individuals who understand the responsibilities and complexities that wealth entails.
He is the lead consultant concerning financial engineering and portfolio management at CoreStates and chairs the Investment Committee.
Prior to CoreStates, he spent the majority of his investment career at Smith Barney, where his area of expertise was portfolio management for institutional and high-net-worth individual clients.
Most recently, he was named to the Board of Directors for Schwab Institutional Advisory Council for Advisors Turning Independent.
Ehemalige bekannte Positionen von Bill Spiropoulos
Unternehmen | Position | Ende |
---|---|---|
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Corporate Officer/Principal | - |
CoreStates Capital Advisors LLC
![]() CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Vorstandsvorsitzender | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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CoreStates Capital Advisors LLC
![]() CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Finance |
Smith Barney & Co., Inc. | Finance |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Finance |