Bill brings 25 years of active wealth management experience to the DaVinci Capital Team. He obtained his Charted Financial Analyst designation in 1994 and holds diplomas in accounting and securities administration. He has completed the Commodity Futures Trading Course, the Canadian Securities Course, the Branch Mangers Course and the Partners, Directors and Officers exams. Bill brings experience from both the buy side and sell side of Bay Street. He has worked as an equity and fixed income analyst at McDonald Investment Management. He has covered consumer services and consumer non durable companies in both the developed world and the emerging markets. Throughout his travels he has visited
Bill Hallman
Senior Portfolio Manager
DaVinci Capital Partners Inc
Canada, Ontario, Waterdown
About Me
Profile Information
Senior Portfolio Manager
DaVinci Capital Partners Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Waterdown
Ontario
Canada
Aug 14, 2024
Keylinks
More profiles to browse
MI
Mark Irwin
Founding Principal, Managing Director and Senior Portfolio Manager
Jim Goren
Managing Director and Senior Portfolio Manager
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc