Bill Schultheis
Chief Executive Officer at Soundmark Wealth Management LLC
Bill Schultheis active positions
| Companies | Position | Start | End |
|---|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Chief Executive Officer | 01/01/1999 | - |
| Chief Investment Officer | 01/01/1999 | - | |
| Founder | 01/01/1999 | - | |
| Portfolio Manager-Equities | 01/01/1999 | - | |
| Portfolio Manager-Fixed Income | 01/01/1999 | - | |
| Head of Private Banking | 01/01/1999 | - |
Career history of Bill Schultheis
Former positions of Bill Schultheis
| Companies | Position | Start | End |
|---|---|---|---|
Pacific Asset Management LLC (Washington)
 Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Analyst-Equity | 01/05/2000 | 31/12/2007 |
| Portfolio Manager-Equities | 01/05/2000 | 31/12/2007 | |
| Portfolio Manager-Fixed Income | 01/05/2000 | 31/12/2007 | |
| Smith Barney Asset Management | Corporate Officer/Principal | 01/01/1987 | 01/01/2000 |
| Salomon Smith Barney | Corporate Officer/Principal | - | - |
Training of Bill Schultheis
| Texas A&M University | Undergraduate Degree |
Statistics
International
| United States | 5 |
| Canada | 2 |
Operational
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 2 |
| Corporate Officer/Principal | 2 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Pacific Asset Management LLC (Washington)
Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Finance |
| Smith Barney Asset Management | Finance |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
| Salomon Smith Barney | Finance |
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