William Yankus
Director/Board Member at KINGSTONE COMPANIES, INC.
Net worth: 343 558 $ as of 2024-03-30
Profile
William L.
Yankus is the founder of Pheasant Hill Advisors LLC, which was founded in 2015.
He holds the title of Principal at Pheasant Hill Advisors LLC starting in 2015.
Mr. Yankus currently holds the position of Independent Director at Kingstone Cos., Inc. since 2016.
He is also an Independent Director at Jet.AI, Inc., a Member of CFA Institute, and a Member of AAFM American Academy of Financial Management.
In his former positions, Mr. Yankus was a Managing Director at Stonybrook Capital LLC.
He was also a Managing Director-Investment Banking at Sterne Agee LLC from 2011 to 2015.
Additionally, he served as an Independent Director at Oxbridge Acquisition Corp.
and was the Head of US Property Casualty Insurance Research at Fox-Pitt, Kelton Securities.
From 2009 to 2010, he was the Co-Head US Property Casualty Insurance Research at Macquarie Capital (USA), Inc. and from 1985 to 1993, he was the Vice President-Insurance Research at Conning & Co. He also held the position of Co-Head US Property Casualty Insurance Research at Fox-Pitt Kelton Cochran Caronia Waller LLC from 2007 to 2009.
Mr. Yankus obtained his undergraduate degree from the College of the Holy Cross (Massachusetts) in 1981.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-20 | 77,204 ( 0.72% ) | 343 558 $ | 2024-03-30 |
William Yankus active positions
| Companies | Position | Start |
|---|---|---|
| KINGSTONE COMPANIES, INC. | Director/Board Member | 2016-03-29 |
| JET.AI INC. | Director/Board Member | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
AAFM American Academy of Financial Management
 AAFM American Academy of Financial Management Miscellaneous Commercial ServicesCommercial Services American Academy of Financial Management is a academy of finance and management. The company was registered on September 12, 2009 and is headquartered in Colorado Springs, CO. | Corporate Officer/Principal | - |
| Pheasant Hill Advisors LLC | Founder | 2015-06-30 |
Former positions of William Yankus
| Companies | Position | End |
|---|---|---|
Sterne Agee LLC
 Sterne Agee LLC Investment Banks/BrokersFinance Sterne Agee LLC operates investment banks. The company was founded in 1901 and headquartered in Birmingham, AL. | Corporate Officer/Principal | 2015-05-31 |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Analyst-Equity | 2010-11-29 |
Fox-Pitt Kelton Cochran Caronia Waller LLC
 Fox-Pitt Kelton Cochran Caronia Waller LLC Investment Banks/BrokersFinance Founded in 2007, Fox-Pitt Kelton Cochran Caronia Waller LLC is a broker/dealer located in New York City, with additional offices in Chicago, West Hartford, Connecticut, London, San Francisco, Boston, Hong Kong and Tokyo. The firm is a subsidiary of Macquarie Group Ltd. (MCQEF.PK). They focus on the global financial services industry, particularly on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. | Analyst-Equity | 2009-11-29 |
Fox-Pitt, Kelton Securities
 Fox-Pitt, Kelton Securities Investment Banks/BrokersFinance Fox-Pitt, Kelton Securities, a subsidiary of Fox-Pitt, Kelton Ltd., is a broker/dealer headquartered in New York City with additional offices in Boston and Hartford, Connecticut. Founded in 1971, the firm offers a full array of investment services, specializing specifically in the global financial services industry focusing on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. They are a member of the NASD. | Analyst-Equity | 2007-05-21 |
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Training of William Yankus
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| KINGSTONE COMPANIES, INC. | Finance |
| JET.AI INC. | Transportation |
| Private companies | 10 |
|---|---|
Fox-Pitt, Kelton Securities
Fox-Pitt, Kelton Securities Investment Banks/BrokersFinance Fox-Pitt, Kelton Securities, a subsidiary of Fox-Pitt, Kelton Ltd., is a broker/dealer headquartered in New York City with additional offices in Boston and Hartford, Connecticut. Founded in 1971, the firm offers a full array of investment services, specializing specifically in the global financial services industry focusing on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. They are a member of the NASD. | Finance |
Stonybrook Capital LLC
 Stonybrook Capital LLC Investment ManagersFinance Stonybrook Capital LLC provides investment advisory services for insurance and reinsurance industries. It offers mergers & acquisitions, raising capital, strategic advisory, market finding services and extended services. The company was founded by Joseph M. Scheerer in 2012 and is headquartered in New York, NY. | Finance |
Sterne Agee LLC
Sterne Agee LLC Investment Banks/BrokersFinance Sterne Agee LLC operates investment banks. The company was founded in 1901 and headquartered in Birmingham, AL. | Finance |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Finance |
Conning & Co.
 Conning & Co. Miscellaneous Commercial ServicesCommercial Services Conning & Co. engages in the provision of investment management services. It offers investment expertise, software and services, and insurance research services. The company was founded in 1912 and is headquartered in Hartford, CT. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Fox-Pitt Kelton Cochran Caronia Waller LLC
Fox-Pitt Kelton Cochran Caronia Waller LLC Investment Banks/BrokersFinance Founded in 2007, Fox-Pitt Kelton Cochran Caronia Waller LLC is a broker/dealer located in New York City, with additional offices in Chicago, West Hartford, Connecticut, London, San Francisco, Boston, Hong Kong and Tokyo. The firm is a subsidiary of Macquarie Group Ltd. (MCQEF.PK). They focus on the global financial services industry, particularly on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. | Finance |
AAFM American Academy of Financial Management
AAFM American Academy of Financial Management Miscellaneous Commercial ServicesCommercial Services American Academy of Financial Management is a academy of finance and management. The company was registered on September 12, 2009 and is headquartered in Colorado Springs, CO. | Commercial Services |
| Pheasant Hill Advisors LLC | |
Oxbridge Acquisition Corp.
 Oxbridge Acquisition Corp. Financial ConglomeratesFinance Oxbridge Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on April 12, 2021 and is headquartered in George Town, Cayman Islands. | Finance |
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