William M Boffa

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 07/2022 → Present
  Morgan Stanley
  New York, NY
• 08/2018 → 06/2022
  Dartmouth College
  Hanover, NH
• 06/2021 → 08/2021
  Audax Private Equity
  Boston, MA
• 06/2019 → 08/2019
  Protocol Capital Management
  New York, NY
• 08/2014 → 07/2018
  St. Paul's School
  Concord, NH
• 06/2017 → 08/2017
  Office Of Ann Kuster
  Concord, NH

Exams

• S66 Uniform Combined State Law Examination
  2022-08-15

Other Names

• William Renato Martinez Boffa
• Will Renato Martinez Boffa
• William R Boffa