Recent webcasts with Bill Butterfield
REPORTS BY Bill Butterfield
September 28, 2017
June 14, 2017
March 30, 2017
February 16, 2017
Bill Butterfield is a senior analyst with Aite Group’s Wealth Management team, focused on retail clearing (both self-clearing and correspondent clearing), operations, financial advisor technology, and other topics across the independent broker-dealer and insurer-affiliated broker-dealer spectrum.
Before joining Aite Group, Mr. Butterfield spent eight years as senior research associate for CEB TowerGroup’s wealth management, institutional asset management, and capital markets practices. His primary coverage areas included order management and execution management systems, brokerage back-office systems, CRM, and account aggregation. Prior to his experience with CEB TowerGroup, Mr. Butterfield was an associate trader with Investors Capital Corporation, supporting the trading and operational needs of more than 500 representatives. He also worked in foreign exchange operations at FleetBoston Financial (now Bank of America). He has been widely quoted the mainstream business and trade press.
Mr. Butterfield holds a B.S. in Business Administration with a concentration in Finance and an M.B.A. from the University of Maine. He has held FINRA Series 7, 24, and 63 licenses.