Bill Newell

President and Senior Financial Advisor at Atlantic Capital Management, Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Holliston, Massachusetts, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Atlantic Capital Management, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President and Senior Financial Advisor
      • Jul 1992 - Present

      Strategic Financial Planning and Investment Management for High Net Worth Individuals, Trusts and Fiduciaries. Retirement Planning, Portfolio Design and Security Selection and investment management for over 25 years. Strategic Financial Planning and Investment Management for High Net Worth Individuals, Trusts and Fiduciaries. Retirement Planning, Portfolio Design and Security Selection and investment management for over 25 years.

  • Shorey Huntington
    • Concord, Massachusetts
    • Financial Analyst
      • 1986 - 1987

Education

  • College of Financial Planning
    Certificate, CFP Professional Education Program
    1990 - 1992
  • UCLA
    Professional Designation, Personal Financial Planning
    1983 - 1986
  • University of California, Santa Barbara
    BA, Business Economics
    1980 - 1983

Community

You need to have a working account to view this content. Click here to join now