William J. Fennie III

William J. Fennie III, CFA has held various positions throughout their work experience. William J. began their career as an intern at ING in 2009. In 2010, they interned at Integrated Capital Management, Inc. From 2011 to 2013, they worked as an Operations Analyst at J.P. Morgan and later as a Reports Analyst at the Federal Reserve Bank of Philadelphia. In 2013, they joined Integrated Capital Management as an Investment Specialist until 2018. Since then, they have been with Fidelity Bank, where they have held several roles including Investment Officer, Assistant Vice President & Investment Officer, and currently serves as the Vice President & Investment Officer.

William J. Fennie III, CFA, holds a Charterholder designation from the CFA Institute, which they obtained in August 2019. Prior to that, they completed their undergraduate studies at West Chester University of Pennsylvania, where they earned a B.S. in Finance and B.S. in Economics with a minor in Accounting, graduating in 2011. William J. received their high school diploma from Scranton Preparatory School in 2007. In addition to their formal education, Fennie has obtained the Series 65 certification from FINRA in June 2013.