Bill Butler
Portfolio Manager-Equities at Beacon Investment Advisory Services, Inc.
Profile
Mr. William D.
Butler, CFA MBA, is a Managing Director & Portfolio Manager at Beacon Investment Advisory Services, Inc.
Mr. Butler was previously Senior Vice President, research director, and a portfolio manager of Tirschwell & Loewy.
He has more than 30 years of experience in equities, fixed income, research, portfolio management, and advising on investment and financial matters.
He previously spent eight years as a portfolio manager for the asset management divisions of Credit Suisse and Donaldson, Lufkin & Jenrette where he was responsible for managing over $1.5 billion in core equity portfolios for institutional and private clients.
He received his undergraduate degree from the University of Notre Dame and an MBA from The University of Chicago.
He is a member of the CFA Institute and the New York Society of Security Analysts.
Bill Butler active positions
| Companies | Position | Start |
|---|---|---|
Beacon Investment Advisory Services, Inc.
 Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Investment Advisory Services, Inc. (dba Beacon Trust) is a registered investment advisor headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Trust Co. and their ultimate parent is Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides financial planning and consulting services to individual clients. They may also provide advisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portfolio Manager-Equities | - |
Former positions of Bill Butler
| Companies | Position | End |
|---|---|---|
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Portfolio Manager-Equities | 2005-12-30 |
| Mabon Securities Corp. | Corporate Officer/Principal | 1997-12-30 |
Barra LLC
 Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Corporate Officer/Principal | 1997-12-30 |
| DOW CHEMICAL COMPANY (THE) | Corporate Officer/Principal | 1997-12-30 |
Tirschwell Loewy & Friedner Investments
 Tirschwell Loewy & Friedner Investments Investment ManagersFinance Tirschwell Loewy & Friedner Investments (TLFI) is an investment management firm headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Investment Advisory Services, Inc., which is ultimately owned by Provident Financial Services, Inc. (NYSE: PFS). TLFI provides asset management services to individuals, families, endowments, foundations, retirement accounts and institutions. | Director of Research - Fxd Inc | - |
Training of Bill Butler
| University of Notre Dame | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
| Mabon Securities Corp. | Finance |
Barra LLC
Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Technology Services |
The Dow Chemical Co.
 The Dow Chemical Co. Chemicals: SpecialtyProcess Industries The Dow Chemical Co. engages in the manufacture and distribution of chemicals, plastics, industrial and agricultural products. It serves agriculture, automotive, building and construction, consumer, electronic materials, infrastructure, packaging, product finder and product safety industries. The company was founded by Herbert Henry Dow in 1897 and is headquartered in Midland, MI. | Process Industries |
Tirschwell & Loewy, Inc.
 Tirschwell & Loewy, Inc. Investment ManagersFinance Founded in 1977, Tirschwell & Loewy, Inc. is a registered investment advisor located in New York City. The firm provides custom portfolio management services to individuals, families, trusts, charitable organizations, employee benefit plans, professional associations, not-for-profit organizations, and other select institutions. | Finance |
| Donaldson, Lufkin & Jenrette International | Finance |
Tirschwell Loewy & Friedner Investments
Tirschwell Loewy & Friedner Investments Investment ManagersFinance Tirschwell Loewy & Friedner Investments (TLFI) is an investment management firm headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Investment Advisory Services, Inc., which is ultimately owned by Provident Financial Services, Inc. (NYSE: PFS). TLFI provides asset management services to individuals, families, endowments, foundations, retirement accounts and institutions. | Finance |
Beacon Investment Advisory Services, Inc.
Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Investment Advisory Services, Inc. (dba Beacon Trust) is a registered investment advisor headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Trust Co. and their ultimate parent is Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides financial planning and consulting services to individual clients. They may also provide advisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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