William Townson Grasty
Gestionnaire de Portefeuille-Actions chez Bison Wealth LLC
Profil
Mr. William T.
Grasty is a Managing Director at Bison Wealth LLC.
Mr. Grasty was previously employed as a Director of Business Development by Wealthtrust Advisors LLC, a Principal by First Union Capital Markets Corp., and a Principal by HP, Inc. He also served on the board at Kingfisher Capital LLC.
Mr. Grasty received his Bachelor of Arts degree from the University of North Carolina at Chapel Hill and his MBA from the Owen School of Management at Vanderbilt University.
Postes actifs de William Townson Grasty
| Sociétés | Poste | Début |
|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/08/2013 |
Anciens postes connus de William Townson Grasty
| Sociétés | Poste | Fin |
|---|---|---|
Wealthtrust Advisors LLC
 Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC | Sales & Marketing | 31/12/2008 |
Kingfisher Capital LLC
 Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Sales & Marketing | - |
| First Union Capital Markets Corp. | Corporate Officer/Principal | - |
| HP INC. | Corporate Officer/Principal | - |
Formation de William Townson Grasty
| Vanderbilt University | Masters Business Admin |
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| HP INC. | Electronic Technology |
| Entreprise privées | 4 |
|---|---|
| First Union Capital Markets Corp. | Finance |
Wealthtrust Advisors LLC
Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC | Finance |
Kingfisher Capital LLC
Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
