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William R. Winkeler Jr., CFA, CFP® - Email & Phone Number

Chief Investment Officer at Confluence Financial Partners

William R. Winkeler Jr., CFA, CFP® is based out of Pittsburgh, Pennsylvania, United States and works at Confluence Financial Partners as Chief Investment Officer.

William R. Winkeler Jr., CFA, CFP®'s Contact Information

Latest update
May 5, 2024
Location
Pittsburgh, Pennsylvania, United States

William R. Winkeler Jr., CFA, CFP®'s Work History

Chief Investment Officer
Confluence Financial Partners
Dec 2022 - Present
Director of Investments
Confluence Financial Partners
Feb 2022 - Dec 2022
Managing Director
Waldron Private Wealth
Mar 2020 - Jan 2022
Director - Investments
Waldron Private Wealth
Jul 2017 - Mar 2020
Senior Investment Analyst
Waldron Private Wealth
Mar 2015 - Jul 2017
Senior Financial Associate
RBC Wealth Management
Nov 2013 - Mar 2015

William R. Winkeler Jr., CFA, CFP®'s Education

University of Pittsburgh, College of Business Administration
Bachelor of Science
2007 - 2011

William R.'s current employer

Confluence Financial Partners logo

Confluence Financial Partners

Description
Confluence Financial Partners was founded on the belief that families deserve a higher standard — of planning, results, accountability an...
Website
confluencefp.com
HQ Location
McMurray, PA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024
Read about Confluence Financial Partners

Frequent questions about William R. Winkeler Jr., CFA, CFP®

What company is William R. Winkeler Jr., CFA, CFP® working for?
William R. Winkeler Jr., CFA, CFP® works for Confluence Financial Partners.
What is William R. Winkeler Jr., CFA, CFP®'s function at Confluence Financial Partners?
William R. Winkeler Jr., CFA, CFP® is Chief Investment Officer at Confluence Financial Partners.
Where is William R. Winkeler Jr., CFA, CFP® based?
William R. Winkeler Jr., CFA, CFP® is based out of Pittsburgh, Pennsylvania, United States.
Who are William R. Winkeler Jr., CFA, CFP®'s co-workers?
William R. Winkeler Jr., CFA, CFP®'s colleagues are Katie Montagazzi, Brian Stout, Morgan Lee, Brian Ripley, Chuck Ziants, Thomas Browand, Nathan Garcia, Joseph Tabaka, Zac Saunders, Charles Kolias, Jim Wilding, Richard Selker, Melissa Pirosko, Jackson Elizondo, Nick Proud, Kurt Kimmich, Jonathan Jordan, Loren Fiffik, Neil Rongaus, Randall Holcombe, William Winkeler, Mark Eckels, Gregory Weimer, Brandon Corlett.
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William R.'s co-workers

Katie Montagazzi avatar
Katie Montagazzi
Director of Marketing and Communication, Wealth Manager
Brian Stout avatar
Brian Stout
Director of Retirement Plan Services, Confluence Financial Partners
Morgan Lee avatar
Morgan Lee
Associate Financial Advisor
Brian Ripley avatar
Brian Ripley
Wealth Manager
Chuck Ziants avatar
Chuck Ziants
Wealth Manager
Thomas Browand avatar
Thomas Browand
Wealth Manager
Nathan Garcia avatar
Nathan Garcia
Wealth Manager
Joseph Tabaka avatar
Joseph Tabaka
Wealth Manager
Zac Saunders avatar
Zac Saunders
Wealth Manager
Charles Kolias avatar
Charles Kolias
Wealth Manager
Jim Wilding avatar
Jim Wilding
Partner
Richard Selker avatar
Richard Selker
Wealth Manager
Melissa Pirosko avatar
Melissa Pirosko
Wealth Manager
Jackson Elizondo avatar
Jackson Elizondo
Wealth Manager
Nick Proud avatar
Nick Proud
Wealth Manager
Kurt Kimmich avatar
Kurt Kimmich
Wealth Manager
Jonathan Jordan avatar
Jonathan Jordan
Wealth Manager
Loren Fiffik avatar
Loren Fiffik
Wealth Manager
Neil Rongaus avatar
Neil Rongaus
Wealth Manager
Randall Holcombe avatar
Randall Holcombe
Wealth Manager | Financial Advisor
William Winkeler avatar
William Winkeler
Chief Investment Officer
Mark Eckels avatar
Mark Eckels
Wealth Manager
Gregory Weimer avatar
Gregory Weimer
Chief Operating Officer
Brandon Corlett avatar
Brandon Corlett
Wealth Manager
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