William Newell

William Newell: Email & Phone Number

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Financial Advisor | Vice President | Wealth Management at UBS|Hingham, Massachusetts, United States

Position:

Financial Advisor | Vice President | Wealth Management at UBS

Location:

Hingham, Massachusetts, United States

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Last updated: 2026-08-01
Updated: 2026-08-01

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Work Experience 30 years

Financial Advisor | Vice President | Wealth Management at UBS

Aug 2024 - Current

Head of Business Development at MassHavens

Jan 2024 - Nov 2024

Head of Investor Relations at RumbleOn

Nov 2021 - Dec 2023

Director of Institutional Research Sales at Citizens JMP

Oct 2018 - Nov 2021

Director of Institutional Research Sales at Stephens

Jun 2016 - Oct 2018

Head of Institutional Equity Research Sales at Vertical Research Partners, LLC

Dec 2010 - Apr 2016

Managing Director of Business Developement at Dutchess Capital Management, LLC

Feb 2006 - Dec 2010

Vice President, Equity Capital Markets, Research Sales at Lazard

Apr 1999 - Feb 2006

Associate Director at The Griswold Co.

Apr 1997 - Apr 1999

Assistant Trader at Fidelity Investments

Apr 1996 - Apr 1997

William Newell started working in 1996, then the employee has changed 9 companies and 8 jobs. On average, William Newell works for one company for 3 years.

Their professional focus is Account Management, Analytical Skills, and Business Development across 3 core areas.

William holds **Registered States** AR, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NH, NJ, PA, RI, SC, TN, TX, VA, WA certifications.

Education

Bachelor's degree at Harvard University

Phillips Academy

Lincoln-Sudbury Regional High School

William Newell Namesakes

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William Newell
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William Newell
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William Newell
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