Bill Miller
Partner | Chief Investment Officer@ Gibraltar Wealth Management LLC
Greater Philadelphia
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Bill Miller is a highly experienced professional with 26.6 years of work experience in asset allocation, portfolio management, and investment strategies. Based in the United States, he specializes in advising financial advisors in ERISA Retirement Plans and Personal Wealth Management. With a strong background in investment management firms, Bill has extensive experience in overseeing mutual funds, ETF, UMA, Absolute Return, and SMA platform-based solutions. He is also skilled in public speaking and advising large money managers and their clients.
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Emails and Phone Numbers

@brinkercapital.com
@gibraltarwealth.com
+1 215956****
+1 610407****
+1 412897****
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About

Advisory Services for ERISA Retirement Plans and Personal Wealth Management. Actively seeking opportunities to assist financial advisors who currently do not have an established succession plan in the Greater Philadelphia Region and the surrounding areas near Tampa Bay, FL. Lead investment professional who has set investment philosophies and processes throughout his career at various investment management firms. Has extensive experience overseeing Mutual Fund, ETF, UMA, Absolute Return and SMA platform based solutions. Also was responsible for overseeing trading, research and portfolio implementation. Lead Economist and Strategist who is skilled in public speaking and advising large money managers; financial advisors and their clients.

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Work Experience

1117 Old York Rd, Abington, Pennsylvania, 19001, US

Financial Services

5
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Bill Miller's Professional Milestones

  • Chief Information Officer (2018-01-01~): Implementing advanced information technology solutions to drive enhanced productivity and efficiency across the organization.
  • Senior Portfolio Manager (1997-04-01~1999-05-01): Successfully managed the portfolio, achieving significant returns in excess of equity and profitability.
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Education

Trinity College-Hartford
Trinity College-Hartford

Economics

1977-1981