Bill Small
Principal / Co-Founder at Highland Capital Advisors, LLC | Issaquah, Washington, United States
Bill Small’s Email & Phone Number
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Principal / Co-Founder at Highland Capital Advisors, LLC in December 2005 - Present
Director, Retirement Capital Strategies at Merrill Lynch in October 1998 - December 2004
Managing Principal, Actuarial & Benefit Consulting at Howard Johnson & Company in June 1988 - October 1998
Senior Consultant: Highland Capital Advisors - Independent Investment Advisors
Highland understands the complex issues fiduciaries face and how those issues inform their decisions. Our clients are plan sponsors, trustees, institutional investors, and individuals across every type of organization.
We focus on serving; participant-directed and trustee dir...
Investment Analyst at Highland Capital Advisors
• Use financial software/ Excel to provide analytical, forecasting, reporting, and project support to senior management, which include key metrics, financial results, and variance reporting
• Conducts and document Ad-hoc finance projects along with cash flow analysis
• C...
Partner / Sr. Investment Consultant, Highland Capital Advisors - Independent Investment Advisors
Partner / Sr. Investment Consultant at Highland Capital Advisors
(May 2012 – Present)
Senior Consultant at Highland Capital Advisors
Senior Consultant at Highland Capital Advisors
(Dec 2017 – Present)
Principal / Co-Founder: Highland Capital Advisors - Independent Investment Advisors
Rick leads Highland’s multi-employer / Taft-Hartley practice. Prior to Highland, Rick was the Senior Vice President, CFO and a Principal of Wurts & Associates. Rick has over 25 years of investment experience working with institutional investors. While the majority of Rick...
Consultant at Highland Capital Advisors
Investment, Retirement and Actuarial consulting.
What is Bill Small email address?
Email Bill Small at [email protected] and [email protected]. This email is the most updated Bill Small's email found in 2026.
How to contact Bill Small?
To contact Bill Small send an email to [email protected] or [email protected].
What industry does Bill Small work in?
Bill Small works in the Financial Services industry.
