Bill Hayes
Chief Executive Officer at Charles Carroll Financial Partners LLC
Bill Hayes active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Compliance Officer | 2007-12-31 | - | |
| Founder | 2007-12-31 | - |
Career history of Bill Hayes
Training of Bill Hayes
| Marquette University | Undergraduate Degree |
| Sawyer Business School | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Bill Hayes
- Experience
