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William Duncan Benjes
Portfolio Manager-Equities at 1620 Investment Advisors, Inc.
Profile
Mr. William D.
Benjes is a Portfolio Manager at 1620 Investment Advisors, Inc. He has over forty years of experience in the investment management industry.
Mr. Benjes began working for Smith Barney in 1963 after a three-year tour of duty with the Air Force.
During his fifteen-year tenure at Smith Barney, Mr. Benjes worked as a Portfolio Manager and served on the Capital Management investment committee.
After Smith Barney, he was Chief Investment Officer and Senior Portfolio Manager at Fort Hill Investors for seven years.
He then founded Stratfield Investment Management and ran the company for fourteen years.
From 2002 to 2004, he was a Portfolio Manager at Delta Financial.
Through the years, He has been on the Board of Directors at Presidio Oil and PetsRx.
He was a Trustee for Boston College High School for six years, two as Chairman, and served for twenty years on the Advisory Board of the Georgetown University Library.
He graduated with a B.A.
in Economics from Georgetown University and received an MBA from New York University.
William Duncan Benjes active positions
Companies | Position | Start |
---|---|---|
1620 Investment Advisors, Inc.
![]() 1620 Investment Advisors, Inc. Investment ManagersFinance 1620 Investment Advisors, Inc. (1620) is an independent, SEC-registered investment advisor headquartered in Plymouth, Massachusetts. The firm was founded by Todd A. Johnston in 1999. 1620 provides investment management and financial planning to individuals, business owners, and financial services firms. | Portfolio Manager-Equities | 01/04/2004 |
Former positions of William Duncan Benjes
Companies | Position | End |
---|---|---|
Delta Financial Corp.
![]() Delta Financial Corp. Finance/Rental/LeasingFinance The Group's principal activity is to originate, securitize and sell non-conforming mortgage loans that are secured by first mortgages on one- to four-family residential properties. The Group provides mortgage loans through two distribution channels - wholesale and retail. The Group originates wholesale mortgage loans indirectly through independent mortgage brokers and other real estate professionals who submit loan applications on behalf of borrowers. It originates most of its wholesale mortgage loans through a network of approximately 3,200 brokers in 34 states. The Group develops retail loan leads primarily through telemarketing, Internet leads, direct mail, radio advertising, origination centers and retail offices. The Group primarily conducts its broker lending operations out of its Woodbury, New York headquarters. | Portfolio Manager-Equities | 31/03/2004 |
Georgetown University | Director/Board Member | - |
Boston College | Corporate Officer/Principal | - |
Fort Hill Capital LLC
![]() Fort Hill Capital LLC Investment ManagersFinance Fort Hill Capital LLC is a registered investment advisor based in Jericho, New York. | Corporate Officer/Principal | - |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Training of William Duncan Benjes
Georgetown University | Undergraduate Degree |
New York University | Masters Business Admin |
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
Private companies | 4 |
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1620 Investment Advisors, Inc.
![]() 1620 Investment Advisors, Inc. Investment ManagersFinance 1620 Investment Advisors, Inc. (1620) is an independent, SEC-registered investment advisor headquartered in Plymouth, Massachusetts. The firm was founded by Todd A. Johnston in 1999. 1620 provides investment management and financial planning to individuals, business owners, and financial services firms. | Finance |
Delta Financial Corp.
![]() Delta Financial Corp. Finance/Rental/LeasingFinance The Group's principal activity is to originate, securitize and sell non-conforming mortgage loans that are secured by first mortgages on one- to four-family residential properties. The Group provides mortgage loans through two distribution channels - wholesale and retail. The Group originates wholesale mortgage loans indirectly through independent mortgage brokers and other real estate professionals who submit loan applications on behalf of borrowers. It originates most of its wholesale mortgage loans through a network of approximately 3,200 brokers in 34 states. The Group develops retail loan leads primarily through telemarketing, Internet leads, direct mail, radio advertising, origination centers and retail offices. The Group primarily conducts its broker lending operations out of its Woodbury, New York headquarters. | Finance |
Smith Barney & Co., Inc. | Finance |
Fort Hill Capital LLC
![]() Fort Hill Capital LLC Investment ManagersFinance Fort Hill Capital LLC is a registered investment advisor based in Jericho, New York. | Finance |
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