M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Bill Rogers

Director - Private Wealth
Capital Investment Companies
United States
LinkedIn profile link

Bio

Bill Rogers is the Director of Private Wealth at Capital Investment Companies, a role he has held since June 2022. Based in the United States, Bill brings extensive experience in wealth management and financial advisory services. Prior to joining Capital Investment Companies, he served as Regional President at Wells Fargo Advisors from December 1987 to May 2021. Bill's long-standing career in the financial sector underscores his expertise and commitment to providing exceptional wealth management solutions.

Tags

Wealth Management
Financial Services
Investment Management
Private Banking
Advisory Services

Experience

Capital Investment Companies
Director - Private Wealth
2022-06-01
Wells Fargo Advisors
Regional President
1987-12-01
2021-05-01

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