Weiss Capital Management

With over twenty-five years of experience in the investment advisory and financial planning fields, Bill heads Weiss Capital Management. Bill works with a small group of high net worth individuals to accumulate, preserve and distribute their wealth. Each clients goals and objectives, liquidity requirements, risk tolerance, time horizon and individu... al circumstances are unique. Bills approach is to customize portfolios to meet his clients specific situation. Prior to founding Weiss Capital Management in April of 1997, Bill was a senior portfolio manager at Brown Brothers Harriman & Co. in New York for ten years. During that time he managed over $450 million for foundations and endowments, pension plans, high net-worth individuals, insurance companies and offshore banks. Bill was also manager of the 59 Wall Street U.S. Equity Fund. He is a graduate of Colgate University (B.A. in Economics, magna cum laude, Phi Beta Kappa) and the University of Chicago (M.B.A. in Finance). He earned the Chartered Financial Analyst designation in 1992. Bill is active with local charities and institutions. Currently, Bill is Treasurer of the Morristown Green and a Trustee of the Evergreen Cemetery. He is past President of the Morristown Rotary Club and the Colgate Club of Northern New Jersey.Read More