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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Albert Muggia is a registered investment advisor representative with Westfield Capital Management Company, LP. William has been with the firm since June 2008. William is licensed in Texas. Prior to joining Westfield Capital Management Company, LP, William was employed at ALEX. BROWN & SONS INCORPORATED, GRAHAM, ROGERS & COMPANY, INC., and KIDDER, PEABODY & CO. INCORPORATED. William is a graduate of Boston College and is a CFA charterholder. Westfield Capital Management Company, LP is an investment advisor that provides a range of investment advisory services, including portfolio management for individuals, businesses, and investment companies. The firm is committed to providing its clients with personalized investment advice and services. The firm’s core values are integrity, client focus, and excellence.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/09/2008 - Present
Westfield Capital Management Company, LP (BOSTON MA)
NA
07/17/1992 - 05/31/1994
ALEX. BROWN & SONS INCORPORATED
NA
08/01/1991 - 07/27/1992
GRAHAM, ROGERS & COMPANY, INC.
NA
07/26/1984 - 07/26/1990
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 12/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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