William Townson Grasty
Portfolio Manager-Equities at Bison Wealth LLC
William Townson Grasty active positions
| Companies | Position | Start | End |
|---|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Portfolio Manager-Equities | 2013-07-31 | - |
Career history of William Townson Grasty
Former positions of William Townson Grasty
| Companies | Position | Start | End |
|---|---|---|---|
Wealthtrust Advisors LLC
 Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC | Sales & Marketing | 2004-12-31 | 2008-12-30 |
Kingfisher Capital LLC
 Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Sales & Marketing | 2010-02-16 | - |
| First Union Capital Markets Corp. | Corporate Officer/Principal | - | - |
| HP INC. | Corporate Officer/Principal | - | - |
Training of William Townson Grasty
| Vanderbilt University | Masters Business Admin |
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Statistics
International
| United States | 7 |
| Mauritius | 2 |
Operational
| Sales & Marketing | 2 |
| Corporate Officer/Principal | 2 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
| Electronic Technology | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| HP INC. | Electronic Technology |
| Private companies | 4 |
|---|---|
Wealthtrust Advisors LLC
Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC | Finance |
| First Union Capital Markets Corp. | Finance |
Kingfisher Capital LLC
Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
