William Smith Email & Phone Number
Senior Vice President, Managing Director of Pension Services @ Girard, a Univest Wealth Division
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William Smith Location
- Philadelphia, PA, US
William Smith Work
- Senior Vice President, Managing Director of Pension Services @ (May 2025 - Present)
- Senior Vice President - Senior Investment Advisor @ (April 2024 - May 2025)
- Managing Director Business Development and Relationship Mangement @ DuPont Capital Management (June 2019 - February 2024)
- Principal, Business Development and Relationship Management @ DuPont Capital Management (December 2014 - June 2019)
- Marketing Executive @ (September 2004 - November 2014)
- Senior Investment Analyst @ (January 2000 - September 2004)
- Relationship Manager @ (June 1997 - December 1999)
- Investment Officer @ CoreStates Bank (May 1991 - June 1997)
William Smith Education
- Columbia Business School
Executive Education (Private Equity: Invest with Confidence)
2020-2020 - Rutgers University - Camden
MBA (Finance)
1995-1997 - University of Lynchburg
BA (Economics)
1986-1990 - Cherry Hill High School East 1982-1986
William Smith Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Bonds
- Budgeting
- Business Development
- Business Relationship Management
- Capital Markets
- Client Relations
- Equities
- Equity Research
- Finance
- Financial Analysis
- Financial Markets
- Financial Services
- Fixed Income
- Institutional Business Development
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Management
- Manager Selection
- Mutual Funds
- New Business Development
- Pensions
- Portfolio Management
- Product Development
- Relationship Management
- Retirement
- Retirement Planning
- Securities
- Series 6
- Series 63
- Series 7
- Strategic Planning
- Business Analysis
- SQL
- Sales
William Smith Summary
- William Smith, based in Philadelphia, PA, US, is currently a Senior Vice President, Managing Director of Pension Services at Girard, a Univest Wealth Division. William Smith brings experience from previous roles at Girard, a Univest Wealth Division, DuPont Capital Management and Vanguard. William Smith holds a 2020 - 2020 Executive Education in Private Equity: Invest with Confidence @ Columbia Business School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg and more. William Smith has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Girard, a Univest Wealth Division Employees
Timothy Chubb
Chief Investment Officer, Executive Vice President
West Chester, PA, US
Michael Litz
Vice President, Pension and Wealth Advisor
Havertown, PA, US
Randy Faulkner
VP Wealth Advisor
Perkasie, PA, US
Brian Hungarter
Director, Strategic Advisory
Philadelphia, PA, US
Gary Brown
Sr. Vice President and Sr. Financial Advisor
Souderton, PA, US
Lauren Darkes-Mallis
Vice President, Senior Marketing Manager
Philadelphia, PA, US
Skip Dittmann
Vice President
Villanova, PA, US
James Colao
Vice President, Wealth Advisor
Philadelphia, PA, US
Ryan Roy
SVP, Director of Wealth Services
Mechanicsburg, PA, US
Chris Powers
Executive Vice President - Managing Director of Relationship Management
Philadelphia, PA, US
Renee Bowen
Director and SVP of Operations and Compliance
King of Prussia, PA, US
Mark Maggioncalda
Wealth Advisor
Glenside, PA, US
Thomas Hellings
Chief Compliance Officer
Philadelphia, PA, US
Kelly Regan
Vice President, Financial Planner
Broomall, PA, US
Bruce Freeston
Director Investment Research, Senior Vice President
Souderton, PA, US
Thomas Miller
Director of Investment Strategy, SVP
Philadelphia, PA, US
William Smith
Senior Vice President, Managing Director of Pension Services
Philadelphia, PA, US
David Geibel
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