William Weitzman Email & Phone Number
Wealth Advisor and Founder
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William Weitzman Location
- Los Angeles, CA, US
William Weitzman Work
- Wealth Advisor and Founder @ Maitri Advisors, LLC (July 2024 - Present)
- Head Equity Trader @ Symphony Asset Management (January 2001 - January 2020)
- Equity Trader @ Symphony Asset Management (January 1998 - January 2001)
- Trade Operations Specialist @ Symphony Asset Management (January 1996 - January 1998)
- Back Office Clerk @ (January 1995 - January 1996)
William Weitzman Education
- Occidental College
Bachelor of Arts - BA (Economics with a Minor in Philosophy)
1995
William Weitzman Skills
- Alternative Investments
- Asset Management
- Bloomberg
- Client Relationship Management
- Coaching & Mentoring
- Cross-Functional Collaboration
- Custodian Expertise
- Distressed Equities
- Due Diligence
- Electronic Trading
- Electronic Trading Systems
- Equities
- Equity Derivatives
- Equity Trading
- Front-to-Back Office Integration
- Futures Trading
- GIPS
- Global Multi-Asset Trading
- Hedge Funds
- Institutional Investments
- Investment Policy Design
- Investment Strategy
- Managed Futures
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Multi-Asset Portfolio Construction
- Options
- Portfolio Construction
- Portfolio Risk Management
- Program Trading
- Quantitative Skills & Analysis
- Regulatory & Risk Management
- Regulatory Compliance
- Risk Management
- Stock Market
- Strategic Asset Allocation
- Strategic Financial Planning
- TCA
- Technology & Automation
- Trade Desk Operations
- Trading
- Trading & Team Leadership
- Trading Strategies
- Trading Strategy Development
- Wealth Management
William Weitzman Summary
- William Weitzman, based in Los Angeles, CA, US, is currently a Wealth Advisor and Founder at Maitri Advisors, LLC. William Weitzman brings experience from previous roles at Symphony Asset Management and Cantor Fitzgerald. William Weitzman holds a Bachelor of Arts - BA in Economics with a Minor in Philosophy @ Occidental College. With a robust skill set that includes Alternative Investments, Asset Management, Bloomberg, Client Relationship Management, Coaching & Mentoring and more. William Weitzman has 1 emails and 2 mobile phone numbers on RocketReach.
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