Bill Wolfe is currently the Regional Vice President for the Northeast at StratCap Securities, responsible for the sales of various investment products to financial intermediaries. Previously, Bill held the position of Regional Vice President at Tortoise from 2016 to 2020, and at Montage Investments from 2014 to 2016. Bill also served as Principal at Phare Capital Wealth Management and as Regional Vice President at PREP Securities, LLC between 2021 and 2023. Earlier in their career, Bill worked at Eaton Vance as an Internal Wholesaler and Marketing Support from 2007 to 2014. Bill attended Loomis Chaffee School from 2000 to 2001.
This person is not in the org chart
This person is not in any teams
This person is not in any offices