William Suplee

CFA, CFP, ChFC, AIF
Personal Finance, Retirement, Investing
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“William Suplee, President and Founder of Structured Asset Management, Inc., is committed to helping families, individuals and small businesses gain and stay in control of their individual situation.”
Firm:

Structured Asset Management, Inc.

Job Title:

President

Biography:

William Z. Suplee IV, CFA, CFP®, ChFC®, CASL, AIF, MBA, is President and founder of Structured Asset Management, Inc., a financial planning and registered investment advisory firm located in Berwyn, Pennsylvania.

Bill earned his bachelor's degree (Finance) from Ursinus College and his Master's of Business Administration (Finance) from St. Joseph's University in Philadelphia. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute as well as the CFA Society of Philadelphia (FAPHL). He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA) and is the past President of the Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA). Bill also holds the Chartered Financial Consultant (ChFC®)) and Chartered Advisor for Senior Living (CASL) designations from the American College. In addition, Bill holds the Accredited Investment Fiduciary (AIF®) mark from the Center for Fiduciary Studies.

Bill has authored numerous investment and financial planning articles for newspapers and other industry periodicals including the Journal of Financial Planning,The Legal Intelligencer, the Main Line Times, The New Jersey Law journal, and The Daily Local. He has also been interviewed about financial matters on local and regional television as well as for Various Publications including The New York Times, The Christian Science Monitor, Investment Advisor, Retirement Advisor, and The 401(K) Advisor.

Bill is a third generation financial professional dedicated to bringing quality solutions to investors' concerns. Bill was a member of the Philadelphia Stock Exchange for twenty years and has extensive knowledge of equities, options, risk management, portfolio management, and foreign currencies. Bill has been an adjunct professor of Investments at The American College in Bryn Mawr, PA and for the College for Financial Planning.

Education:

BS, Finance, Ursinus College
MBA, Finance, St. Joseph's University

Assets Under Management:

$78 million

Fee Structure:

Fee-Only

CRD Number:

4744206

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