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Profile
William R.
Mack worked as a Principal at Donaldson, Lufkin & Jenrette Securities Corp.
from 1999 to 1999.
He was an Analyst at GSAM Strategist Portfolios LLC in 2004.
He worked as a Portfolio Manager at Bank of Butterfield International (Cayman) Ltd. and as an Equity Analyst at Maple Capital Management, Inc. Mr. Mack was also an Equity Analyst at Standard & Poor's Investment Advisory Services (UK) Ltd. from 2012 to 2014.
He received his undergraduate degree from Indiana University and his MBA from Tulane University (Louisiana).
Former positions of Bill Mack
| Companies | Position | End |
|---|---|---|
Standard & Poor's Investment Advisory Services (UK) Ltd.
 Standard & Poor's Investment Advisory Services (UK) Ltd. Investment ManagersFinance Provides investment research | Analyst-Equity | 28/02/2014 |
GSAM Strategist Portfolios LLC
 GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 29/09/2004 |
Donaldson, Lufkin & Jenrette Securities Corp.
 Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Analyst-Equity | 29/04/1999 |
Maple Capital Management, Inc.
 Maple Capital Management, Inc. Investment ManagersFinance Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs). | Analyst-Equity | - |
Bank of Butterfield International (Cayman) Ltd.
 Bank of Butterfield International (Cayman) Ltd. Investment ManagersFinance Bank of Butterfield International's objective in managing clients' investment assets is to achieve the optimum rate of return at a controlled level of risk. Diversification is the method used to attain this result. The diversification is not only represented in the type of asset with participation in markets around the world, but also with different objectives in each geographic sector. The bank believes that the best rates of return are achieved with a minimum amount of trading. However, the asset allocation is under constant supervision and alterations are made in view of potential changes in economic conditions. | Portfolio Manager-Equities | - |
Training of Bill Mack
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Finance |
Bank of Butterfield International (Cayman) Ltd.
Bank of Butterfield International (Cayman) Ltd. Investment ManagersFinance Bank of Butterfield International's objective in managing clients' investment assets is to achieve the optimum rate of return at a controlled level of risk. Diversification is the method used to attain this result. The diversification is not only represented in the type of asset with participation in markets around the world, but also with different objectives in each geographic sector. The bank believes that the best rates of return are achieved with a minimum amount of trading. However, the asset allocation is under constant supervision and alterations are made in view of potential changes in economic conditions. | Finance |
Maple Capital Management, Inc.
Maple Capital Management, Inc. Investment ManagersFinance Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs). | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tulane University (Louisiana)
 Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Standard & Poor's Investment Advisory Services (UK) Ltd.
Standard & Poor's Investment Advisory Services (UK) Ltd. Investment ManagersFinance Provides investment research | Finance |
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