Bill Akmentins
Senior Portfolio Manager Senior Wealth Manager @Bny Wealth
Fort Lauderdale, FL, US
EMAILS
b••••••••@bny.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2023 — Present
Senior Portfolio Manager Senior Wealth Manager @Bny Wealth
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Fort Lauderdale, FL, US
Senior PM/Wealth Manager in the Fort Lauderdale area, working with UHNW families and institutions, specializing in portfolio construction, manager selection, and alternative investments.• Educates clients on the economy, markets, customized asset allocation, tax-efficient investments and the use of alternative investments.• More than tripled AUM in less than 2 years.
EDUCATION
N/A
Massachusetts Institute of Technology
BS
N/A
UNC Kenan-Flagler Business School
MBA
ABOUT BILL AKMENTINS
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