Bill Wolfe Email & Phone Number

Regional Vice President @ Strategic Capital Fund Management

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Bill Wolfe Location

Boston, MA, US

Bill Wolfe Work

2023 - now Regional Vice President @ Strategic Capital Fund Management
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2023 - now Regional Vice President @ Strategic Capital Fund Management
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2022 - 2023 Regional Vice President at PREP Securities, LLC @ PREP Securities, LLC

2021 - 2023 Principal @ Phare Capital Wealth Management
2016 - 2020 Regional Vice President - New England @ Tortoise Capital
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2014 - 2016 Regional Vice President @ Montage Investments
2008 - 2014 Internal Wholesaler - Team Leader @ Eaton Vance
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2007 - 2008 Marketing Support @ Eaton Vance
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Bill Wolfe Education

Gettysburg College
2001 - 2006
Loomis Chaffee School
2000 - 2001
Winchester High School
1996 - 2000

Bill Wolfe Skills

Series 63
Mutual Funds
Alternative Investments

Series 6
Separately Managed Accounts
Investments
Asset Allocation
Retirement Planning
Wealth Management
ETFs

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Bill Wolfe Summary

Bill Wolfe, based in Boston, MA, US, is currently a Regional Vice President at StratCap. Bill Wolfe brings experience from previous roles at StratCap, PREP Securities, LLC, Phare Capital Wealth Management and Tortoise. Bill Wolfe holds a 2001 - 2006 Gettysburg College. With a robust skill set that includes Series 63, Mutual Funds, Alternative Investments, Series 6, Separately Managed Accounts and more. Bill Wolfe has 2 emails and 1 mobile phone numbers on RocketReach.

Bill Wolfe Emails

Found 2 emails

Bill Wolfe Phone Numbers

Found 2 phone numbers

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Bryan Marsh

Managing Director, North America at Strategic Capital Fund Management

Dallas, TX, US
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- verizon.net
- gmail.com
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- 940320XXXX
- 415848XXXX
- 415738XXXX
- 214377XXXX
- 940390XXXX
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Erik Rostvold

Executive Vice President at Strategic Capital Fund Management

Saint Johns, FL, US
3
- hotmail.com
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- 949551XXXX
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Rob Bruce

Managing Director, Marketing at Strategic Capital Fund Management

Dallas, TX, US
1
- gmail.com
2
- 657383XXXX
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Eric Graham

General Counsel at Strategic Capital Fund Management

United States
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- everlinkcapital.com
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- 601853XXXX
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- 662287XXXX
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Bill Wolfe

Regional Vice President at Strategic Capital Fund Management

Boston, MA, US
2
- scfundmanagement.com
- gmail.com
2
- 781729XXXX
- 781572XXXX
Brandon H.

Executive Vice President, Portfolio Manager at Strategic Capital Fund Management

Dallas, TX, US
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