William Mehserle

William Mehserle

Partner, Vice President – Investment Officer

Phone: 941-408-8557
Fax: 941-408-8356
E-mail:
 

William Mehserle, Partner, Vice President - Investment Officer

Bill first interned with Pinkerton Private Wealth in 2007. Bill attended Georgia Tech where he graduated summa cum laude with a degree in Chemical and Biomolecular Engineering. Prior to joining Pinkerton Wealth Management Group as a partner and Financial Advisor, Bill co-founded and was acting President of two small businesses, both based out of Atlanta, Georgia.

He serves as a consultant to a select group of families, nonprofit endowments, and business owners.

Education
Georgia Institute Of Technology, BS, Summa Cum Laude
Chemical and Biomolecular Engineering
Obtaining a Certificate in Financial Planning from Emory

Clientele
Foundations and Endowments
High Net Worth Families
Physicians and Professionals

Personal
Married to Monica
Avid reader and classic car enthusiast

Community Involvement
Board of Trustees for Family Promise
Georgia Tech Alumni – Suncoast Chapter
Board of Trustees for Loveland Center

Venice-Nokomis Rotary Club