William B. Ramsdell, ChFC

Principal, Ramsdell Capital Management

  • Managing assets for individuals, trusts and corporations since 1986

  • Bachelor of Science, University of Montana, 1983

  • Chartered Financial Consultant designation - ChFC granted 2001

  • Completed Level 1 Chartered Financial Analyst (CFA) through the CFA Institute, 2004

  • Member, Piedmont Municipal Tax Committee, 2003-2005, Berkeley Entrepreneurs forum, Saint Andrews Society of San Francisco, CFA Society of San Francisco

Outside interests are family, education, history and golf