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William Z. Suplee IV, CFA, CFP®, ChFC®, CASL, MBA, is President of Structured Asset Management, A Financial Planning and Registered Investment Advisory firm located in Paoli, Pennsylvania. He specializes in providing investment advice and planning services on a Fee only basis.
Bill earned his Bachelors degree (Finance) from Ursinus College and his Masters of Business Administration (Finance) from St. Joseph's University in Philadelphia. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute as well as the CFA society of Philadelphia (FAPHL). He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA),and a member of the board of directors of The Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA) Bill also holds the Chartered Financial Consultant (ChFC®) )designation from the American College. Bill also holds the Chartered Advisor for Senior Living (CASL) from the American College.
Bill has authored numerous investment and financial planning articles for newspapers and other industry periodicals including Journal of Financial Planning,The Legal Intelligencer, the Main Line Times, The New Jersey Law journal, and The Daily Local. He has also been interviewed about financial matters on local and regional television as well as for Various Publications including The New York Times, The Christian Science Monitor, Investment Advisor, Retirement Advisor, and The 401(K) Advisor.
Bill is a third generation financial professional bringing quality solutions to investors' concerns. Bill was a member of the Philadelphia Stock Exchange for twenty years and has an extensive knowledge of equities, options, risk management, portfolio management, and foreign currencies. Bill has been an adjunct professor of Investments at The American College in Bryn Mawr, Pa. and for the College for Financial Planning.
Bill lives with his wife, Mary, and daughter, Juliana, in Valley Forge Pennsylvania. |