Profile
Mr. Bill B.
Fretz, Jr., is Co-Founder & President at The Keystone Equities Group LP since 2003.
Mr. Fretz is also a Managing Director and Founder of Covenant Partners.
Before that, he was a Founder and President of Emerging Growth Equities.
He has worked in the securities industry since 1986, focusing on private clients and high net worth individuals.
Previously, he was a Managing Director of Sales at Boenning & Scattergood, Inc. He also served as Senior Vice President of Investments at Pennsylvania Merchant Group Ltd., focusing on small capitalization technology based and financial services companies.
He was a Vice President of Investments at Prudential Securities in the private client group and an Account Executive at Drexel Burnham Lambert.
Mr. Fretz received a BS in Finance from Utica College of Syracuse University.
Former positions of Bill B. Fretz
| Companies | Position | End |
|---|---|---|
The Keystone Equities Group LP
 The Keystone Equities Group LP Investment Banks/BrokersFinance Founded in 2003, The Keystone Equities Group LP is an independent broker/dealer located in Oaks, Pennsylvania. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Founder | 01/08/2013 |
Drexel Burnham Lambert Real Estate Associates II
 Drexel Burnham Lambert Real Estate Associates II Real Estate Investment TrustsFinance Drexel Burnham Lambert Real Estate Associates II operates a Real Estate Investment Trust (REIT). | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
Boenning & Scattergood, Inc.
 Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Corporate Officer/Principal | - |
Emerging Growth Equities Ltd.
 Emerging Growth Equities Ltd. Investment Banks/BrokersFinance Founded in 1999 by Gregory Berlacher, Emerging Growth Equities Ltd. is a full service investment banking and brokerage firm located in located in King of Prussia, Pennsylvania. The firm focuses on small-cap, emerging technology companies in high growth industries including: medical technology, healthcare services, semiconductor design and engineering, software products and consulting services and special situations. Emerging Growth Equities is a member of the NASD and the SIPC. | Corporate Officer/Principal | - |
Training of Bill B. Fretz
| Syracuse University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Drexel Burnham Lambert Real Estate Associates II
Drexel Burnham Lambert Real Estate Associates II Real Estate Investment TrustsFinance Drexel Burnham Lambert Real Estate Associates II operates a Real Estate Investment Trust (REIT). | Finance |
| Prudential Securities | Finance |
Emerging Growth Equities Ltd.
Emerging Growth Equities Ltd. Investment Banks/BrokersFinance Founded in 1999 by Gregory Berlacher, Emerging Growth Equities Ltd. is a full service investment banking and brokerage firm located in located in King of Prussia, Pennsylvania. The firm focuses on small-cap, emerging technology companies in high growth industries including: medical technology, healthcare services, semiconductor design and engineering, software products and consulting services and special situations. Emerging Growth Equities is a member of the NASD and the SIPC. | Finance |
The Keystone Equities Group LP
The Keystone Equities Group LP Investment Banks/BrokersFinance Founded in 2003, The Keystone Equities Group LP is an independent broker/dealer located in Oaks, Pennsylvania. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
Covenant Partners LLC
 Covenant Partners LLC Investment ManagersFinance Founded in 1997, Covenant Partners LLC is a registered investment advisor located in Nashville, Tennessee. | Finance |
- Stock Market
- Insiders
- Bill B. Fretz
