William James Lupinacci

Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2000 → 06/2019
  Voiceware Inc
  Oakton, VA
• 06/2019 → Present
  Knights Of Columbus Insurance
  New Haven, CT
• 10/2021 → Present
  Knights Of Culumbus Asset Advisors Llc
  New Haven, CT

Previous Registrations

• 2023-02-13 → 2024-02-02
  Knights Of Columbus Asset Advisors Llc
  Fairfax, VA
  Oakton, VA
  New Haven, CT

Other Businesses

?Field Agent: Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 06/2019 80 hours monthly. New Haven, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-08

Other Names

• William Lupinacci