Member, Board of Directors @ (November 2023 - Present)
Operating Partner @ (January 2021 - Present)
Chairman of Independent Trustees, Thomas White Funds @ (January 2016 - December 2022)
Senior Principal Consultant @ (January 2020 - January 2022)
Managing Director - US @ (January 2016 - January 2019)
Senior Managing Director and General Counsel @ (January 2006 - January 2015)
Member of Financial Services Group @ (January 2004 - January 2006)
Managing Director and General Counsel @ (January 1988 - January 2004)
Vice President and Counsel @ (January 1985 - January 1988)
Lawyer @ (January 1982 - January 1985)
Counsel @ (January 1975 - January 1976)
Reporter @ (January 1974 - January 1974)
William Woolverton Education
Columbia Law School
JD (Law)
University of Cambridge
King' College. BA (MA, History)
Amherst College
B.A. (History and Political Philosophy)
Choate Rosemary Hall
High School
École des Roches
Grade: Junior year
St. Bernard's School, New York, NY
William Woolverton Skills
Alternative Investments
Asset Management
Asset Managment
Board Level
Capital Markets
Corporate Governance
Derivatives
Due Diligence
Equities
FINRA
Financial Services
Financial Structuring
Hedge Funds
Investments
Management
Mergers
Mergers & Acquisitions
Mutual Funds
Private Equity
Securities
Structured Products
Marketing
Legal
Commercial Litigation
Litigation
Legal Matters
Services
Mergers and Acquisitions
Compliance
William Woolverton Summary
William Woolverton, based in Boston, MA, US, is currently a Chief Compliance Officer at Tidal Financial Group. William Woolverton brings experience from previous roles at Hadron Insurance, Altamont Capital Partners, Thomas White International and ACA Group. William Woolverton holds a JD in Law @ Columbia Law School. With a robust skill set that includes Alternative Investments, Asset Management, Asset Managment, Board Level, Capital Markets and more. William Woolverton has 3 emails and 2 mobile phone numbers on RocketReach.
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