Name variants:
Billy Wilton,
Billie Wilton
Last updated Jul 04, 2024
Contact Information
Last Update
Jun 28, 2022
Email
bw**@hardingloevner.com, bi**@gmail.com
Location
Bridgewater, NJ
Company
Workplace
Institutional Business Development at Harding Loevner Lp
Bridgewater, NJ
Industry
Investment Management, Management Services, Investment Advisory Service, Management Investment, Open-End, Nsk, Open-End Management Investment
Colleagues
Work History
Institutional Business Development at Harding Loevner Lp
400 Crossing Blvd, Bridgewater, NJ 08807
Harding Loevner LP is a growing global asset management firm in New Jersey, USA (Metro NYC). Harding Loevner manages over $40 billion in long-only equity portfolio strategies comprising of h...
from May 2016
Regional Sales Director
300 Crescent Ct SUITE 700, Dallas, TX 75201
Brought to Highland Capital to provide RIAs, Banks/Trusts, and Consultants analytical, consultative support to alternative manager selection. As both the supply and demand for liquid alterna...
Aug 2014 — Jan 2016
Director - Institutional Relationships
At Dearborn Capital I discovered and cultivated investor relationships in the Western U.S. While primarily presenting the firm's alternative investment strategies to consultant and RIA analy...
Jan 2012 — Jul 2014
Equity Strategist
10 south Riverside Plz SUITE 1600, Chicago, IL 60606
As the lead strategist for small cap and aggressive growth stocks, I managed 2 model portfolios, created written and video investment content, and oversaw all research reports for the retail...
Sep 2008 — Dec 2011
Product and Sales Manager
10 south Riverside Plz SUITE 1600, Chicago, IL 60606
Led projects to build new and maintain existing services
Coached account managers on new products and sales techniques
Grew relationships with new and existing clients
Jun 2007 — Sep 2008
Account Manager
10 south Riverside Plz SUITE 1600, Chicago, IL 60606
Educated and sold individual investors on Zacks’ investment philosophy and products
Aug 2005 — May 2007
Education
Occupations
Executive
Sales Director
Manager
Sales Manager
Operations Manager
Skills
Equities
Alternative Investments
Investments
Asset Allocation
Portfolio Management
Equity Research
Sales
Business Development