William A Heitin

Current Employers

Employment History

• 09/2009 → 12/2023
  Windrose Advisors,Llc- Formerly Fireman Capital Advisors
  Waltham, MA
• 12/2023 → Present
  Windrose Advisors,Llc
  Waltham, MA

Other Businesses

1) LOFT PARTNERS; 20 NORTH WACHER DRIVE, CHICAGO, IL 60606; ADVISORY BOARD MEMBER; INVESTMENT RELATED; POSITION: ADVISORY BOARD MEMBER; DUTIES: ADVISOR; SINCE 2009; >1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING HOURS; NO COMPENSATION 2) CHARLES RIVER REALITY INVESTORS; 2310 WASHINGTON STREET, NEWTON LOWER FALLS, MA 02462; ADVISORY BOARD MEMBER; INVESTMENT RELATED; POSITION: ADVISORY BOARD MEMBER; DUTIES: ADVISOR; SINCE 2009; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING HOURS; NO COMPENSATION 3) NAME OF OBA: JCC OF GREATER BOSTON; ADDRESS OF OBA: 333 NAHANTON STREET, NEWTON, MA 02459; NATURE: TRUSTEE AND CHAIR OF INVESTMENT COMMITTEE; INVESTMENT RELATED? NO; TITLE OF OBA: TRUSTEE AND CHAIR OF INVESTMENT COMMITTEE; DUTIES: ADVISOR, MANAGE THE AGENDA FOR PORTFOLIO REVIEW AND OVERSIGHT, AND HELP SET INVESMENT POLICIES AND ASSET ALLOCATION FOR THE STAFF TO FOLLOW AND IMPLEMENT; START DATES: TRUSTEE SINCE 2019 AND CHAIR OF INVESTMENT COMMITTEE SINCE 07/01/2023; APPROX. NUMBER OF HOURS/MONTH: 1 HOUR/MONTH DEVOTED AS A TRUSTEE AND .5 HOURS/MONTH DEVOTED AS CHAIR OF INVESTMENT COMMITTEE; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; NO COMPENSATION 4) NAME OF OBA: HEBREW SENIOR LIFE; ADDRESS OF OBA: 1200 CENTRE STREET, BOSTON, MA 02131; NATURE: TRUSTEE AND INVESTMENT COMMITTEE MEMBER; INVESTMENT RELATED: YES; TITLE WITH OBA: TRUSTEE; DUTIES: ATTEND QUARTERLY INVESTMENT COMMITTEE MEETINGS. REVIEW THIRD PARTY CONSULTANT REPORTS. VOTE WITH 10 OTHERS ON THIRD PARTY CONSULTANT INVESTMENT RECOMMENDATIONS; START DATE: 01/01/2018; APPROX. NUMBER OF HOURS/MONTH:1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; NO COMPENSATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-21