William J. Watkinson
Chief Investment Officer / President & CEO 484-588-0120 email@example.com
Bill is the President and CEO of Watkinson Capital Advisors LLC.
In addition, as Chief Investment Officer of the Municipal Bond
Advantage Strategy, he is responsible for establishing and
implementing client asset allocation strategies, building fixed
income positions and periodic portfolio rebalancing. He is involved
in establishing and cultivating relationships with high net worth
individuals, family offices, small to mid-size institutions and
financial advisors while directing the Municipal Bond Advantage
Strategy's investment philosophy and strategy.
Mr. Watkinson is a business development professional with an
extensive background in fixed income, having worked with diverse
financial service companies that total over 43 years of experience.
Namely, E.F. Hutton & Co. 1977-1988, Prudential Securities
1988-1998, Pennsylvania Merchant Group 1998-2001, Advest,
Inc.(now Merrill Lynch) 2001-2004, and Penn Liberty Bank (now
Mr. Watkinson earned his Bachelor of Science in Marketing from St. Joseph's University.
Series: 63, 65
Mark C. Watkinson
Head of Operations/ Co- Chief Investment Officer 484-588-0119 firstname.lastname@example.org
Mark C. Watkinson has 12 years of investment industry experience and is currently the head of operations at Watkinson Capital Advisors LLC. Named after the Reverend Mark Watkinson who is credited as being the catalyst for "In God We Trust" being on all US Currency and as our National Motto, Mark started his financial career in 2006 working for The Hartford, providing sales and sales support for their annuity products. After leaving The Hartford, Mark worked for CMG Capital Management Group and gained experience in alternative investment vehicles. After working at CMG Capital Management Group, Mark worked for A.H. Williams & Co as head of marketing and business development.
A graduate of West Chester University (BA Marketing 2005), he now resides in Wayne, Pennsylvania with his wife and daughter. Mark enjoys golf, bowling, skiing and being outdoors.
License held: 6,63,65
William Jeffrey Watkinson
Jeff is responsible for business development, working with the RIA
community, municipal bond market commentary, and online exposure.
At The Hartford between 2005 & 2008, as a retirement income
specialist, Jeff advised financial advisors on ensuring lifetime income for
their clients in Georgia & South Carolina. Later, he covered Hartford Mutual
Funds in New Jersey and upstate Pennsylvania. After earning a MBA at
LeBow College of Business at Drexel University in 2010, Jeff began
advising RIAs on geared ETFs, alternative ETFs and factor based “smart
beta” ETFs with ProShares, a thought leader of innovative, alternative
ETFs. He has traveled all over the country presenting innovative ideas and
consulting with the brightest minds in the investment community.
After residing in Morristown NJ, Atlanta GA, Washington DC and
Dallas, TX, Jeff returned to King of Prussia PA in 2017 to strengthen the
family municipal bond business. When Jeff is not in the office, he enjoys golfing, sporting clays, bow-hunting, country music, live music, reading Barrons, and being outside.
Georgetown University: McDonough School of Business: Bachelor of
Science: Finance Major, German Minor
Drexel University: LeBow College of Business Masters of Business
License held: 65