Bill Hayes
Chief Executive Officer at Charles Carroll Financial Partners LLC
Profile
Mr. Carroll W.
Hayes is a Principal at Charles Carroll Financial Partners LLC.
Mr. Hayes started his financial career at Merrill Lynch in 1989.
In 1992, he left Merrill Lynch for Fidelity Investments.
During his career at Fidelity Investments he held roles in various divisions of Fidelity.
Those roles included positions in the Trust, 401(k), Brokerage, and Money Management divisions.
He held management positions at Fidelity and in 2001 led a Private Access team based in Boston.
In the Private Access role his responsibilities included managing a book of business in excess of $3 Billion and a client base that was international in scope.
Mr. Hayes is a graduate of Marquette University, and holds an MBA from the Sawyer School of Management.
Bill Hayes active positions
Companies | Position | Start |
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Charles Carroll Financial Partners LLC
Charles Carroll Financial Partners LLC Investment ManagersFinance Charles Carroll Financial Partners LLC (CCFP) is an investment advisor headquartered in Needham, Massachusetts. The firm was founded by Bill Hayes in 2008 and was acquired by Mission Wealth Management LP in 2024. CCFP provides investment management and personalized financial planning to individuals, trusts, small businesses, pension and profit-sharing plans, estates, and charitable organizations. | Chief Executive Officer | 2007-12-31 |
Training of Bill Hayes
Marquette University | Undergraduate Degree |
Sawyer Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Charles Carroll Financial Partners LLC
Charles Carroll Financial Partners LLC Investment ManagersFinance Charles Carroll Financial Partners LLC (CCFP) is an investment advisor headquartered in Needham, Massachusetts. The firm was founded by Bill Hayes in 2008 and was acquired by Mission Wealth Management LP in 2024. CCFP provides investment management and personalized financial planning to individuals, trusts, small businesses, pension and profit-sharing plans, estates, and charitable organizations. | Finance |
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