William Palmer

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 06/2017
  Concord Carlisle Public Schools
  Concord, MA
• 06/2017 → 08/2017
  Concord Academy
  Concord, MA
• 08/2017 → 05/2018
  Saint Anselm College
  Manchester, NH
• 06/2018 → 08/2018
  Concord Academy
  Concord, MA
• 08/2018 → 05/2019
  Saint Anselm College
  Manchester, NH
• 06/2019 → 08/2019
  Concord Academy
  Concord, MA
• 08/2019 → 05/2020
  Saint Anselm College
  Manchester, NH
• 07/2020 → 06/2021
  Middlesex Savings Bank
  Concord, MA
• 08/2020 → 05/2021
  Saint Anselm College
  Manchester, NH
• 06/2021 → 02/2022
  Concord Police Department
  Concord, MA
• 08/2021 → 05/2022
  Saint Anselm College
  Manchester, NH
• 06/2022 → 02/2023
  Fidelity Investments
  Merrimack, NH
• 07/2016 → 07/2021
  Patriot Hoop Clinics
  Concord, MA
• 02/2023 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-13
• S63 Uniform Securities Agent State Law Examination
  2022-10-03