Bill Dugdale
Bernstein Private Wealth - Principal, Financial Advisor, Certified Exit Planner (CEPA),
- Role
- Private Wealth Advisor at Ab Bernstein
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
About Bill Dugdale
Advisor with investment experience since 1995: My history in equity research and portfolio management have given me the knowledge and communication skills to serve my clients by listening and customizing solutions to meet their individual needs. As a life long learner I have a passion for business, personal growth and working with interesting people. In my role at Bernstein I advise entrepreneurs, business owners, non-profits, company retirement plans (401-k & cash balance plans) and complex families on investments including asset allocation, alternative income/growth strategies and responsible investment portfolios (ESG). Involvement in my community and serving on non-profit boards has been one of my most rewarding interests. I believe each stage in my investment career, giving back to my community, friendships, marriage and raising my two boys have given me with a well rounded set of skills which provide the knowledge, core values, empathy, patience and determination to serve the needs of my valued clients. Boards: Reach Riverside (Finance), AI DuPont Nemours Children\'s Hospital (past chair), The Delaware Community Foundation (past chair), St. Michael\'s School & Nursery (past chair), Caron Regional Advisory Board, Other Interests:I enjoy skiing, golf, yoga, squash, padel, sporting clays and working in my shop. I hand make mallets and equipment for a game invented by my father and uncle in 1969 called Croquet Golf. My \'hobby\' company is called Nine Holes Anywhere and I have sold sets all over the country. My most interesting customer is Bill Murray who buys sets as gifts for friends. I was married in and have two wonderful boys who are growing up way too fast!
Experience
Private Wealth Advisor
Aug 2018 — Present · Wilmington, DE, US
Advisor, portfolio manager and Certified Exit Planning Advisor (CEPA) serving entrepreneurs, business owners, complex families, non-profits, foundations, endowments and retirement plans (401-k, 403-b, cash balance plans).
Education
Ithaca College
Business Administration and Management, General
1988 — 1989
Cornell University
Bachelor's degree, Industrial & Labor Relations
1989 — 1992
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