Bill J. Rizzo
Profile
Prior to joining Davidson in 2010, Mr. Rizzo held senior positions with Russell Investment Group, Pitcairn and DuPont Capital Management concentrating on investment strategy, financial analysis and portfolio optimization.
Over his career he has built enduring relationships with globally recognized institutions and affluent families using a consultative approach focused on identifying and solving problems.
He served in the United States Marine Corps and is a member of the CFA Institute and the CFA Society of Philadelphia.
He has wealth of experience in the investment industry.
Former positions of Bill J. Rizzo
| Companies | Position | End |
|---|---|---|
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Portfolio Manager-Equities | - |
Training of Bill J. Rizzo
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
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