Bill joined RPg Family Wealth Advisory in 2015 as Senior Director – Portfolio Management and Director – Wealth Management. Bill has more than 30 years of investment, portfolio and wealth management experience. Prior to joining RPg Family Wealth Advisory, Bill spent six years at Detwiler Fenton Investment Management as a Senior Managing Director and Senior Vice President and more than 25 years with UBS Financial Services (and predecessor firms Kidder Peabody and PaineWebber.) While at PaineWebber, Bill was the youngest Portfolio Manager in New England to be awarded PaineWebber’s title of Senior Portfolio Manager. He also qualified for the Advanced Financial Advisor Education Institutes – I
Bill Eaton
Senior Managing Director
RPg Family Wealth Advisory
United States, Massachusetts, Boston
About Me
Profile Information
Senior Managing Director
RPg Family Wealth Advisory
Investment Team,Operations Team
Investor
Multi-Family Office
Boston
Massachusetts
United States
Sep 25, 2024
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