Profile
William Armstrong Oates is the founder of Northeast Investment Management, Inc. which was founded in 1984.
He held the title of Managing Partner from 1984 to 2017.
Mr. Oates also served as a Trustee at Groton School and Colby College.
Mr. Oates received his undergraduate degree from Colby College in 1965 and his MBA from Harvard Business School in 1972.
Former positions of Bill Oates
| Companies | Position | End |
|---|---|---|
Northeast Investment Management, Inc.
 Northeast Investment Management, Inc. Investment ManagersFinance Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses. | Chief Executive Officer | 2017-02-13 |
Groton School
 Groton School Other Consumer ServicesConsumer Services Groton School is a college preparatory, coeducational boarding school. Its curriculum aims to foster the development of critical and discipline thinking, precise communication and scientific analysis, creative problem-solving, careful and logical thinking, and empathetic understanding of the social, scientific input of Western and non-Western civilization. Groton School was founded in 1884. It is headquartered in Groton, MA. | Corporate Officer/Principal | - |
| Colby College | Corporate Officer/Principal | - |
Training of Bill Oates
| Colby College | Undergraduate Degree |
| Harvard 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 |
|---|---|
Northeast Investment Management, Inc.
Northeast Investment Management, Inc. Investment ManagersFinance Northeast Investment Management, Inc. (NIM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1984 by William Oates and Ernest Monrad. NIM provides investment advisory services on a discretionary and non-discretionary basis to individuals, families, trustees, executors, personal representatives, family offices, charitable institutions and small businesses. | Finance |
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