Bill Few Associates

Description

Address: 2021, 740 Washington Rd, Pittsburgh, PA 15228 Phone: (412) 630-6000: : : : Website: : : Place name: Category: Hours: Website: http://www.billfewassociates.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bill Few Associates Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Bill Few Associates Employees

Employee
Years
Job
Industry
Richard Brok Richard Brok Greater Pittsburgh Area Details
Richard Brok's Bill Few Associates Experience February 1996 - January 2002
Job V.P. S&T Trust/Expert in helping people plan their financial success, achieve peace of mind, and build their legacy.
Industry Financial Services
Experience
S&T Wealth Management   September 2010 - Present
Choice Counsel  2008 - 2010
Pennsylvania State University  2007 - 2008
TIAA-CREF  2005 - 2006
Hunter Associates, Inc.   January 2002 - April 2005
Bill Few Associates   February 1996 - January 2002

Skills
Estate Planning, Charitable Gift Planning, Fundraising, Portfolio Management, Mutual Funds, Trust Services, Wealth Management, Financial Advisory, Leadership, Investment Management, Investment Strategies, Tax, Estate Law, Planned Giving, Team Building, Securities, Investments, Nonprofits, Asset Management, Marketing

Education
The American College   2002 — 2004
C.A.P. designation, Philanthropy

University of Pittsburgh School of Law   1977 — 1980
J.D., Estates, Trust, and Tax

Lafayette College   1973 — 1977
BA, English (with teaching certification)

John Nichols CFP® John Nichols CFP® Pittsburgh, Pennsylvania Details
John Nichols CFP®'s Bill Few Associates Experience January 2007 - Present
Job Vice President and Financial Consultant at Bill Few Associates
Industry Financial Services
Experience
Bill Few Associates   January 2007 - Present

Skills
Asset Management, Investments, Life Insurance, Retirement Planning, Wealth Management

Education
Mercyhurst College   2001 — 2005
Bachelor of Arts (B.A.)

Mt. Lebanon High School   1998 — 2001

Ken Como Ken Como Greater Pittsburgh Area Details
Ken Como's Bill Few Associates Experience 1991 - Present
Job Sr. Executive Vice President at Bill Few Associates
Industry Financial Services
Experience
Bill Few Associates   1991 - Present

Skills
Strategic Planning, Investments, Risk Management, Insurance, Financial Analysis, New Business Development, Team Building, Leadership, Business Planning, Business Development, Sales Management, Forecasting, Management, Contract Negotiation, Strategy, Negotiation, Business Strategy, Vendor Management, Performance Management

Education
Duquesne University   1974 — 1980

David J Lutz Jr David J Lutz Jr Greater Pittsburgh Area Details
David J Lutz Jr's Bill Few Associates Experience September 1999 - February 2000
Job CERTIFIED FINANCIAL PLANNER™ at Celtic Financial Services LLC
Industry Financial Services
Experience
Celtic Financial Services LLC   March 2012 - Present
Ameritas Investment Corp.  November 2002 - Present
The Advisors Group of Pittsburgh   September 2010 - February 2012
The Acacia Group  June 2000 - November 2002
Bill Few Associates   September 1999 - February 2000

Skills
Investment Planning, Insurance Planning, Retirement Planning, Investments, Mutual Funds, 401k, Retirement

Education
University of Pittsburgh   1998 — 1999
Bachelor of Science, Business Administration

University of Pittsburgh - Joseph M. Katz Graduate School of Business   1998 — 1999

University of Pittsburgh   1994 — 1994
education

University of Pittsburgh   1993 — 1994
education

University of Pittsburgh   1989 — 1994
Bachelor of Science, Mathematics

Keystone Oaks High School   1985 — 1989

St. Gabriel of the Sorrowful Virgin

Bill Engel CFP® Bill Engel CFP® Greater Pittsburgh Area Details
Bill Engel CFP®'s Bill Few Associates Experience October 2007 - June 2014
Job Financial Consultant at Fort Pitt Capital Group
Industry Investment Management
Experience
Fort Pitt Capital Group  June 2014 - Present
Bill Few Associates   October 2007 - June 2014

Education
John Carroll University   1991 — 1994
BA

USCHS

ReShelle Barrett ReShelle Barrett Greater Pittsburgh Area Details
ReShelle Barrett's Bill Few Associates Experience November 1991 - Present
Job Senior Vice President at Bill Few Associates
Industry Financial Services
Experience
Bill Few Associates   November 1991 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets

Education
Robert Morris University   1987 — 1991
BSBA, Finance, General

College for Financial Planning
Certified Financial Planner designation, Financial Planning and Services

Carla Devlin Carla Devlin Greater Pittsburgh Area Details
Carla Devlin's Bill Few Associates Experience March 1991 - July 1992
Job CFA, President at Boniface Portfolio Consulting, Inc.
Industry Investment Management
Experience
Boniface Portfolio Consulting, Inc.   Investment Policy Committee MemberPacific Portfolio Consulting LLCSeptember 1994 - Present
Pacific Portfolio Consulting LLC   October 1994 - August 1995
Bill Few Associates   March 1991 - July 1992
William M. Mercer  September 1988 - March 1991

Skills
Portfolio Management, Investments

Education
Carnegie Mellon University - Tepper School of Business   1986 — 1988
MBA, Investrment/Finance

Mount Holyoke College   1979 — 1983
BA, math

Erick Smith Erick Smith Marco Island, Florida Details
Erick Smith's Bill Few Associates Experience 1997 - 1999
Job Solutions Architect
Industry Information Technology and Services
Experience
Phoenix Data Security Inc.   Managing PartnerReal Enterprise Consulting2012 - 2014
EMC  November 2012 - December 2013
Accenture Federal Services  January 2012 - November 2012
Avanade Federal Services LLC   September 2008 - December 2011
Avanade  July 2000 - September 2008
Bill Few Associates   1997 - 1999
United States Navy  October 1990 - October 1996

Skills
Enterprise Architecture, IT Strategy, Integration, Project Management, SDLC, Virtualization, Solution Architecture, Cloud Computing, Disaster Recovery, SharePoint, Data Center, Software Project..., Business Intelligence, Requirements Analysis, ITIL

Education
University of Pittsburgh   1998 — 2000
Bachelor of Science, Computer Science

Community College of Beaver County   1989 — 1991
Associate of Science (A.S.), Aerospace, Aeronautical and Astronautical Engineering

Michael Camillus Michael Camillus Pittsburgh, Pennsylvania Details
Michael Camillus's Bill Few Associates Experience May 2000 - August 2000
Job MBA Candidate 2014 University of Pittsburgh
Industry Consumer Services
Experience
Ann Arbor / Ypsilanti Regional Chamber  January 2012 - April 2012
Whole Foods Market  October 2002 - August 2010
Whole Foods Market  October 2002 - August 2010
Bill Few Associates   May 2000 - August 2000

Skills
Training, Sales, Analysis, Budgets, Merchandising, Customer Satisfaction

Education
University of Pittsburgh   2012 — 2014
Master of Business Administration, Human Resources and Strategy

Eastern Michigan University   2010 — 2012
Bachelor of Science (BS), Economics and Politcal Science

Jonathan Wynn Jonathan Wynn Greater Pittsburgh Area Details
Jonathan Wynn's Bill Few Associates Experience 1996 - 2002
Job Director of Innovation at 5th Method
Industry Information Technology and Services
Experience
5th Method   2011 - Present
Del Monte Foods  September 2002 - August 2011
heinz  2002 - 2003
Heinz North America  2002 - 2002
mind over media  2000 - 2002
Bill Few Associates   1996 - 2002

Skills
SharePoint, Business Process..., SharePoint Information..., InfoPath, K2, SharePoint Designer, Microsoft Office..., Business Process, Business Intelligence, Cloud Computing, Information Technology, Enterprise Content..., Architecture, Business Process..., Portals, Architectures, Solution Architecture, Enterprise Architecture, Microsoft Technologies, Software Project..., Business Process Design

Education
University of Maryland College Park   1987 — 1989

University of Hartford   1985 — 1987

Holly Hinrichsen Holly Hinrichsen Greater Pittsburgh Area Details
Holly Hinrichsen's Bill Few Associates Experience October 2010 - Present
Job Adminstrative Assistant, Client Services, Bill Few Associates
Industry Financial Services
Experience
Bill Few Associates   October 2010 - Present
Acceptance Leasing and Financing Service, Inc.   April 2009 - September 2010
Starbucks  September 2004 - October 2008

Skills
Customer Service

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2007 — 2009
Master of Business, Marketing and Human Resources

Penn State University   1998 — 2003
Bachelor of Arts, Art History

David Rishel David Rishel Greater Pittsburgh Area Details
David Rishel's Bill Few Associates Experience June 2012 - Present
Job Securities Regulation Compliance Consultant, Financial Advisor
Industry Investment Management
Experience
Hardin Compliance Consulting   June 2012 - Present
Bill Few Associates   June 2012 - Present
Private Wealth Advisors, Inc.   January 2003 - June 2012
PWA Securities, Inc.   January 2003 - June 2012
Bill Few Associates   January 1993 - January 2003

Skills
Investments, Mutual Funds, Investment Management, Portfolio Management, Financial Advisory, Alternative Investments, Investment Advisory, Bonds, Series 7, Wealth Management, Asset Allocation, Strategic Financial..., Wealth, Asset Managment, Estate Planning, Equities, Investment Strategies, Private Equity, Broker-Dealer, Retirement Planning

Education
John Carroll University   1990 — 1995
BSBA, Finance

Kelly Guinnane Kelly Guinnane Greater Pittsburgh Area Details
Kelly Guinnane's Bill Few Associates Experience January 2014 - February 2015
Job Client Services Administrator at Bill Few Associates
Industry Financial Services
Experience
Bill Few Associates   January 2014 - February 2015
BNY Mellon  March 2012 - December 2013
BNY Mellon  July 2010 - March 2012
UBS Investment Bank  October 2007 - August 2009

Skills
Financial Analysis, Business Analysis, Loans, Project Management, Microsoft Excel, Customer Service, Management, Microsoft Office, Analytics, Asset Management, Bloomberg, Sales, CRM, Financial Services, Data Analysis, Analysis, Training

Education
Syracuse University   2001 — 2005
Bachelor's Degree, Marketing & Finance

Syracuse University - Martin J. Whitman School of Management   2001 — 2005
Bachelor's Degree, Marketing & Finance

Chris Wunderly Chris Wunderly Greater Pittsburgh Area Details
Chris Wunderly's Bill Few Associates Experience May 2008 - August 2008
Job Payment Specialist II at UPMC
Industry Financial Services
Experience
UPMC  July 2014 - Present
CVS Caremark Corporation  May 2012 - July 2013
West Penn Allegheny Health System  September 2011 - May 2012
The Great Hall   May 2001 - June 2010
Bill Few Associates   May 2008 - August 2008

Skills
Insurance, Analysis, Portfolio Management, Equities, Accounting, Asset Allocation, Accounts Receivable, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Health Insurance, PowerPoint, Financial Reporting, Data Analysis, Management, Sales

Education
University of Dayton   2005 — 2009

Howard J. Herman Howard J. Herman Greater New York City Area Details
Howard J. Herman's Bill Few Associates Experience 1991 - 1995
Job System Engineer at ePlus inc.
Industry Information Technology and Services
Experience
ePlus inc.  2010 - Present
IdeaVillage Products Corp.   2007 - 2009
TheraManager Software   2003 - 2007
Herman Computer Resources, Inc.   1995 - 2003
Bill Few Associates   1991 - 1995

Skills
Management, Strategic Planning, Leadership, Information Technology, Databases, Project Management, Analysis, Business Analysis, Team Building, Cloud Computing, IT Strategy

Education
The Johns Hopkins University   1984 — 1988
Bachelors, Economics