Profile
William Charles Carey formerly worked at AGF Investments LLC, as Chief Executive Officer & Director from 2013 to 2020, Financial Research Corp., as Director, Bank of America Corp., as Principal, OppenheimerFunds, Inc., as Head of Distribution, Aetna Capital Management LLC, as Principal, FMR LLC, as Principal, Fidelity Institutional Retirement Services Co., Inc., as President, and F-Squared Retirement Solutions LLC, as President.
Mr. Carey received his undergraduate degree from Bates College.
Former positions of William Charles Carey
| Companies | Position | End |
|---|---|---|
AGF Investments LLC
 AGF Investments LLC Investment ManagersFinance AGF Investments LLC (AGFUS), doing business as AGFIQ Asset Management, is a registered investment advisor headquartered in Boston, Massachusetts and was founded in 2009. The firm is a subsidiary of AGF Quantitative Advisors, Inc., which is ultimately held by AGF Management Ltd. (TSE: AGF.B). AGFUS provides investment advisory services to the AGFIQ family of ETFs on a discretionary basis and provides investment advisory services on a discretionary or non-discretionary basis to individuals, trusts, foundations, corporations, pension and/or profit-sharing programs and investment companies. | Chief Executive Officer | 01/01/2020 |
Aetna Capital Management LLC
 Aetna Capital Management LLC Investment ManagersFinance Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET). | Corporate Officer/Principal | - |
| Fidelity Institutional Retirement Services Co., Inc. | Corporate Officer/Principal | - |
F-Squared Retirement Solutions LLC
 F-Squared Retirement Solutions LLC Investment ManagersFinance Part of Cedar Capital LLC, F-Squared Retirement Solutions LLC is a company that provides investment advice. The company is based in Newton, MA. | Corporate Officer/Principal | - |
Financial Research Corp.
 Financial Research Corp. Internet Software/ServicesTechnology Services Financial Research Corp. provided mutual fund data services. The company was headquartered in Boston, MA. | Director/Board Member | - |
Training of William Charles Carey
| Bates College | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 7 |
|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Financial Research Corp.
Financial Research Corp. Internet Software/ServicesTechnology Services Financial Research Corp. provided mutual fund data services. The company was headquartered in Boston, MA. | Technology Services |
AGF Investments LLC
AGF Investments LLC Investment ManagersFinance AGF Investments LLC (AGFUS), doing business as AGFIQ Asset Management, is a registered investment advisor headquartered in Boston, Massachusetts and was founded in 2009. The firm is a subsidiary of AGF Quantitative Advisors, Inc., which is ultimately held by AGF Management Ltd. (TSE: AGF.B). AGFUS provides investment advisory services to the AGFIQ family of ETFs on a discretionary basis and provides investment advisory services on a discretionary or non-discretionary basis to individuals, trusts, foundations, corporations, pension and/or profit-sharing programs and investment companies. | Finance |
F-Squared Retirement Solutions LLC
F-Squared Retirement Solutions LLC Investment ManagersFinance Part of Cedar Capital LLC, F-Squared Retirement Solutions LLC is a company that provides investment advice. The company is based in Newton, MA. | Finance |
| Fidelity Institutional Retirement Services Co., Inc. | |
Aetna Capital Management LLC
Aetna Capital Management LLC Investment ManagersFinance Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET). | Finance |
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