William R. Hopwood

OUR TEAM

William R. Hopwood

William R. Hopwood

Director, Workplace Savings

Bill joined Verity in 2001. He is the senior member of the Operations team and has been integral to the development and implementation of trading procedures for the firm’s Workplace Savings model portfolios across multiple custodians, back office quality control procedures, and with a broad array of other overlapping responsibilities. As a Series 24 Registered Securities Principal, he also provides direct support to the firm’s Compliance operations.

Bill came to Verity after seven years in management of a consumer lending portfolio at Wells Fargo & Company and a second company that is now part of JPMorgan Chase.

 

 

 

Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser]
Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]