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William Sinclair Location
New York, NY, US
William Sinclair Work
2007 -now Managing Director, Global Co-Head of the Family Office Practice and Head of Financial Leaders Group @
2007 -now Co-CEO, U.S. Private Bank @
William Sinclair Education
Columbia Business School
Master of Business Administration (M.B.A.) (Finance)
Wake Forest University
Bachelor of Arts (B.A.)
Brunswick School
William Sinclair Skills
Asset Allocation
Asset Management
Credit
Fixed Income
Hedge Funds
Investments
Series 7
Portfolio Management
Wealth Management
Financial Advisory
Estate Planning
Wealth Management Services
Financial Services
Trading
Microsoft Excel
Pesquisa
Strategic Planning
Leadership
Treinamentos E Palestras
Consultoria
Eventos
Project Management
William Sinclair Summary
William Sinclair, based in New York, NY, US, is currently a Managing Director, Global Co-Head of the Family Office Practice and Head of Financial Leaders Group at J.P. Morgan. William Sinclair brings experience from previous roles at J.P. Morgan. William Sinclair holds a Master of Business Administration (M.B.A.) in Finance @ Columbia Business School. With a robust skill set that includes Asset Allocation, Asset Management, Credit, Fixed Income, Hedge Funds and more. William Sinclair has 6 emails and 2 mobile phone numbers on RocketReach.
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