William Moore

Portfolio Manager-Equities at W.G. Shaheen & Associates Ltd.

Finance

Consumer Services

Profile

Mr. William Moore, CFA, is a Senior Vice President & Portfolio Manager at W.G.
Shaheen & Associates Ltd.
He joined the firm in 2020 and has over 15 years of experience in equity research and portfolio management.
Mr. Moore was employed as a Senior Equity Research Analyst & Fund Manager by Manning & Napier Advisors LLC where he was responsible for covering multiple sectors and industries and consistently identified and recommended investment ideas that performed well ahead of the benchmark.
He received his undergraduate degree from St. Bonaventure University.

William Moore active positions

Companies	Position	Start
W.G. Shaheen & Associates Ltd. W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities.	Portfolio Manager-Equities	31/12/2019

All active positions of William Moore

Former positions of William Moore

Companies	Position	End
Manning & Napier Advisors LLC Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.	Analyst-Equity	31/12/2019

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Training of William Moore

St. Bonaventure University

Undergraduate Degree

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Linked companies

Private companies	2
Manning & Napier Advisors LLC Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.	Finance
W.G. Shaheen & Associates Ltd. W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities.	Finance