Bill Eaton
Investment Committee Member at RPg Family Wealth Advisory LLC
Profile
Mr. William T.
Eaton, II, is a Senior Director of Portfolio Management & Director of Wealth Management at RPg Family Wealth Advisory LLC.
He has over 30 years of investment, portfolio and wealth management experience.
He is active in a number of community and charitable organizations, including the North Shore Hockey Club, Hamilton Wenham Youth Soccer Association, United Way of Mass Bay and North Shore United Way where he currently serves as Co-Chairman.
Prior to joining RPg Family Wealth Advisory in June 2015, Mr. Eaton spent six years at Detwiler Fenton Investment Management.
Prior to that, he spent more than 25 years with UBS Financial Services (and predecessor firms Kidder Peabody & PaineWebber).
While at PaineWebber, he was the youngest Portfolio Manager in New England to be awarded PaineWebber’s title of Senior Portfolio Manager.
He earned a B.A.
in Economics and Political Science from Denison University.
Bill Eaton active positions
Companies | Position | Start |
---|---|---|
RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Investment Committee Member | 2015-05-31 |
Former positions of Bill Eaton
Companies | Position | End |
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Detwiler Fenton Investment Management LLC
Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA. | Portfolio Manager-Equities | 2015-05-31 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Training of Bill Eaton
Denison University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Detwiler Fenton Investment Management LLC
Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Finance |
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