![William Surtees](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
William Surtees
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
Companies | Position | End |
---|---|---|
Leo Burnett Co., Inc.
![]() Leo Burnett Co., Inc. Miscellaneous Commercial ServicesCommercial Services Leo Burnett Co., Inc. provides advertising services. It offers planning, creation, and management of advertising campaigns. The firm provides promotions, direct marketing services, multimedia and interactive marketing development. The company was founded in 1935 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Alex. Brown & Sons, Inc. | Corporate Officer/Principal | - |
Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
Fisco Investment Management LP
![]() Fisco Investment Management LP Investment ManagersFinance Founded in 2002, Fisco Investment Management LP is a hedge fund manager located in Atlanta, Georgia. | Portfolio Manager-Fixed Income | 10/07/2009 |
Training of William Surtees
University of Oxford | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 4 |
---|---|
Fisco Investment Management LP
![]() Fisco Investment Management LP Investment ManagersFinance Founded in 2002, Fisco Investment Management LP is a hedge fund manager located in Atlanta, Georgia. | Finance |
Alex. Brown & Sons, Inc. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Leo Burnett Co., Inc.
![]() Leo Burnett Co., Inc. Miscellaneous Commercial ServicesCommercial Services Leo Burnett Co., Inc. provides advertising services. It offers planning, creation, and management of advertising campaigns. The firm provides promotions, direct marketing services, multimedia and interactive marketing development. The company was founded in 1935 and is headquartered in Chicago, IL. | Commercial Services |
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