William D.
Portfolio Manager @ Kunkel Wealth Management Group
- Role
- Senior Wealth Strategy Associate at UBS
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Senior Wealth Strategy Associate
Jul 2025 — Present · Cincinnati, OH, US
Oversees advisory team’s equity and fixed income investment portfolios totaling over $1B in AUM• Collaborates with the portfolio management team in ongoing research and analysis of existing and potential portfolio holdings as well as the execution of equity and fixed income trades• Establishes the strategic direction for investments as part of the investment committee
Education
Columbia Business School
Master of Business Administration - MBA
University of Massachusetts Amherst
BA, Economics
2006 — 2009
Skills
- Equity Research
- Microsoft Office
- Economics
- Financial Reporting
- Financial Analysis
- Forecasting
- Finance
- Analysis
- Analytical Skills
- Writing
- Financial Modeling
- Client Service
- Valuation
- Funding
- Data Analysis
- Client Services
- Accounting
- Bloomberg
- Equities
- Microsoft Excel
- Factset
- Financial Services
- Presentation Skills
- Mutual Funds
- Sql
- Budget Monitoring
- Client Development
- Investments
- R
- Primary Research
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