William Surtees

William Surtees

Finance
Commercial Services
Consumer Services

Profile

Mr. William Surtees is Partner at Fisco LLC.
Mr. Surtees has over 20 years experience in wealth management and marketing consulting.
Prior to joining FISCO, he worked with high net worth individuals and institutions as a broker with Alex Brown & Sons (kna Deutsche Bank Alex Brown) and Donaldson, Lufkin and Jenrette (kna Credit Suisse DLJ).
Previously, he was an account supervisor with Warwick Advertising in NY and Leo Burnett Company, Inc. of Chicago.
Mr. Surtees grew up in England and was educated at Rugby School, Warwickshire and at the University of Oxford.
He was the 1972-73 and 1975-81 World Champion of Racquets.

Former positions of William Surtees

CompaniesPositionEnd
Corporate Officer/Principal -
Alex. Brown & Sons, Inc. Corporate Officer/Principal -
Donaldson, Lufkin & Jenrette Securities Corp. Corporate Officer/Principal -
Portfolio Manager-Fixed Income 10/07/2009
See the detail of William Surtees's experience

Training of William Surtees

University of Oxford Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of William Surtees's experience

Linked companies

Private companies4

Finance

Alex. Brown & Sons, Inc.

Finance

Donaldson, Lufkin & Jenrette Securities Corp.

Finance

Commercial Services

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