William Louis Kufta
Portfolio Manager-Equities at Princeton Global Asset Management LLC
Profile
Mr. William Kufta is a Emeritus Portfolio Manager at Princeton Global Asset Management LLC.
He is also the Managing Director and has over 46 years in the investment management business.
Prior to joining PGAM, Mr. Kufta was Managing Director and Portfolio Manager at US Trust Company in Princeton, NJ.
He was responsible for portfolios of high net worth families, foundations and pension plans with a focus on asset allocation, investment strategy and equity management.
Prior to joining US Trust, he was Executive Vice-President and Chief Investment Officer/Director of the Beacon Trust Company.
Earlier, he served as Senior Vice-President/Director of the Pitcairn Company and Executive Vice-President and Head of the Investment Management Division of United Jersey Bank.
He began his career as an Investment Advisor with Bankers Trust Company, New York in 1970.
He is also a former Board Chairman of the HSBC (Hong Kong-Shanghai Bank) Mutual Fund Group.
He received his MBA from Rutgers University Graduate School of Management.
He also graduated from the US Field Artillery School and the New Jersey Military Academy.
William Louis Kufta active positions
Companies | Position | Start |
---|---|---|
Princeton Global Asset Management LLC
Princeton Global Asset Management LLC Investment ManagersFinance Princeton Global Asset Management LLC (Princeton Global) is an independent, SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Paul J. Gerard in 2008. Princeton Global provides US, International and Global investment strategies that are customized to their clients’ investment objectives and needs through equity, fixed income and balanced separately managed accounts. | Portfolio Manager-Equities | 01/02/2016 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Princeton Global Asset Management LLC
Princeton Global Asset Management LLC Investment ManagersFinance Princeton Global Asset Management LLC (Princeton Global) is an independent, SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Paul J. Gerard in 2008. Princeton Global provides US, International and Global investment strategies that are customized to their clients’ investment objectives and needs through equity, fixed income and balanced separately managed accounts. | Finance |
- Stock Market
- Insiders
- William Louis Kufta