Bill Whitney
CFA, MBA, Private Wealth Advisor at Integrated Financial Partners
- Role
- Private Wealth Advisor at Integrated Financial Partners
- Location
- Quincy, MA, US
- LinkedIn followers
- 500 followers
About Bill Whitney
A CFA® Charterholder with over a decade of experience of helping families and individuals…
Experience
Private Wealth Advisor
Mar 2024 — Present · Waltham, MA, US
Deliver personalized financial planning and investment management services for successful professionals with equity-oriented compensation and high-net-worth families looking to protect their loved ones. Work with clients and alongside their current CPA\'s or estate planning attorneys to form complex multi-generational financial plans that fit their needs.
Education
Isenberg School of Management, UMass Amherst
Bachelor's
2011 — 2015
University of Massachusetts Amherst
Bachelor of Business Administration - BBA
2011 — 2015
Quinnipiac University - School of Business
Master of Business Administration - MBA
2015 — 2018
Quinnipiac University - School of Business
Master of Business Administration (M.B.A.)
2015 — 2017
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