Bill Wolfe Email & Phone Number
Regional Vice President @ Strategic Capital Fund Management
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Bill Wolfe Location
- Boston, MA, US
Bill Wolfe Work
- 2023 - now Regional Vice President @
- 2023 - now Regional Vice President @
- 2022 - 2023 Regional Vice President at PREP Securities, LLC @ PREP Securities, LLC
- 2021 - 2023 Principal @ Phare Capital Wealth Management
- 2016 - 2020 Regional Vice President - New England @
- 2014 - 2016 Regional Vice President @ Montage Investments
- 2008 - 2014 Internal Wholesaler - Team Leader @
- 2007 - 2008 Marketing Support @
Bill Wolfe Education
- Gettysburg College 2001 - 2006
- Loomis Chaffee School 2000 - 2001
- Winchester High School 1996 - 2000
Bill Wolfe Skills
- Series 63
- Mutual Funds
- Alternative Investments
- Series 6
- Separately Managed Accounts
- Investments
- Asset Allocation
- Retirement Planning
- Wealth Management
- ETFs
- Investment Strategies
- Equities
- Management
- Microsoft Office
- PowerPoint
- Sales Management
- Training
- Strategic Planning
- Sales
Bill Wolfe Summary
- Bill Wolfe, based in Boston, MA, US, is currently a Regional Vice President at StratCap. Bill Wolfe brings experience from previous roles at StratCap, PREP Securities, LLC, Phare Capital Wealth Management and Tortoise. Bill Wolfe holds a 2001 - 2006 Gettysburg College. With a robust skill set that includes Series 63, Mutual Funds, Alternative Investments, Series 6, Separately Managed Accounts and more. Bill Wolfe has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Strategic Capital Fund Management Employees
Bryan Marsh
Managing Director, North America
Dallas, TX, US
Hunter Allen
Managing Director
New York, NY, US
Eric Graham
General Counsel
United States
Joe Dean
Director of Carrier Sales
Nashville, TN, US
Charles Adl
Associate
New York, NY, US
Brian Eng
Assistant Controller
New York, NY, US
Christopher Fazekas
Fund Accountant
Stratford, CT, US
Brandon H.
Executive Vice President, Portfolio Manager
Dallas, TX, US
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