Profile
Bill Billimoria worked as the President of Billimoria Wealth Management, Inc. from 1982 to 2004.
He then worked as a Senior Financial Advisor & Portfolio Manager at Summit Wealth Management, Inc. from 2004 to 2012.
Billimoria obtained an undergraduate degree from the Illinois Institute of Technology and an MBA from The University of Chicago.
Former positions of Bill Billimoria
| Companies | Position | End |
|---|---|---|
Summit Wealth Management, Inc.
 Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Chief Investment Officer | 17/06/2011 |
Billimoria Wealth Management, Inc.
 Billimoria Wealth Management, Inc. Investment ManagersFinance Founded by Farokh Billimoria, Billimoria Wealth Management, Inc. is an investment advisor located in Schaumburg, Illinois. | President | - |
Training of Bill Billimoria
| The University of Chicago | Masters Business Admin |
| Illinois Institute of Technology | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Billimoria Wealth Management, Inc.
Billimoria Wealth Management, Inc. Investment ManagersFinance Founded by Farokh Billimoria, Billimoria Wealth Management, Inc. is an investment advisor located in Schaumburg, Illinois. | Finance |
Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Finance |
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