About
Advisor with twenty five years of investment experience:
My history in equity…
Activity
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Ed Breen, the CEO of the DuPont Company, delivered a powerful GRIT Talk yesterday. He was incredibly present and charming which makes me respect him…
Ed Breen, the CEO of the DuPont Company, delivered a powerful GRIT Talk yesterday. He was incredibly present and charming which makes me respect him…
Shared by Bill Dugdale
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#BernsteinPhiladelphia recently held our annual Founders' Forum in Stone Harbor, where our advisors brought together founders and business owners…
#BernsteinPhiladelphia recently held our annual Founders' Forum in Stone Harbor, where our advisors brought together founders and business owners…
Shared by Bill Dugdale
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Is your business a C-Corp or do you have C-Corp clients? If so we should have a conversation. In the meantime, our Bernstein experts address some of…
Is your business a C-Corp or do you have C-Corp clients? If so we should have a conversation. In the meantime, our Bernstein experts address some of…
Shared by Bill Dugdale
Experience
Education
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Tatnall School
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Activities and Societies: Zeta Psi Fraternity
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Volunteer Experience
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Past Chairman of Board, Treasurer, Board Member
St. Michael's School & Nursery (Early Childhod Education)
- Present 22 years 5 months
Education
Early Childhood Education
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Chairman - Board Of Directors; Executive Committee, Finance Committee
Delaware Community Foundation
- Present 8 years 9 months
Economic Empowerment
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Board of Managers, A.I. DuPont Nemours Children's Hospital
Nemours
- Present 8 years 9 months
Children
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Member Board Of Directors
eBrightHealth ACO (Delaware Alliance of Hospital Leadership
- Present 7 years 5 months
Health
eBrightHealth is an alliance of all the hospitals in Delaware including Christiana Care, A.I. DuPont Children's Hospital, Bayhealth Medical Center, Beebe Haelthcare and Naticoke Health Services. The eBrightHealth Board is comprised of all the hospital CEOs and a Board member from each hospital. The purpose of eBrightHealth is to come together to share strategies to improve population health, treatments and outreach that reduce hospital admissions and unnecessary tests, and to leverage…
eBrightHealth is an alliance of all the hospitals in Delaware including Christiana Care, A.I. DuPont Children's Hospital, Bayhealth Medical Center, Beebe Haelthcare and Naticoke Health Services. The eBrightHealth Board is comprised of all the hospital CEOs and a Board member from each hospital. The purpose of eBrightHealth is to come together to share strategies to improve population health, treatments and outreach that reduce hospital admissions and unnecessary tests, and to leverage purchasing agreements to reduce costs and better serve patients.
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NextGen of The DCF: Co-Founder; Past Chair of Board, Board Member, Advisory Board
Next Gen of The Delaware Community Foundation
- Present 19 years 5 months
Education
The Next Gen of the DCF is a philanthropic organization dedicated to developing young professionals into effective nonprofit board members.
www.delcf.org/ways-to-give/giving-circles/nextgen/
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Board Of Advisors; Finance
The Barn at Spring Brook Farm
- Present 6 years 4 months
Children
The Barn at Spring Brook Farm is a non-profit organization, located in West Chester, Pennsylvania, whose mission is to enrich the lives of children with disabilities through animal assisted activities. We create smiles and experiences!
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President; Board Member The Wilmington Tax Group
Wilmington Tax Group
- Present 7 years 9 months
Economic Empowerment
Welcome to the Wilmington Tax Group, a multi-disciplinary society of professionals who gather monthly to hear prominent speakers on topics of tax law, policy and administration, and to develop, share and deepen friendships. This society is a reflection of our community; high standards, ethical conduct and collegiality. We join because we want to learn more – about our profession and our fellow professionals. Each year sees eight luncheon speakers and two early-evening social events. Each event…
Welcome to the Wilmington Tax Group, a multi-disciplinary society of professionals who gather monthly to hear prominent speakers on topics of tax law, policy and administration, and to develop, share and deepen friendships. This society is a reflection of our community; high standards, ethical conduct and collegiality. We join because we want to learn more – about our profession and our fellow professionals. Each year sees eight luncheon speakers and two early-evening social events. Each event benefits from our mix of personalities and backgrounds – lawyers, accountants, financial advisors, trust officers and bankers. Our tradition spans decades and our membership is strong, but we warmly welcome new members.
- William Dugdale, President , Wilmington Tax Group
More activity by Bill
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Over the last few years, nearly 250 #foundations and #nonprofits have asked Bernstein to review their investment policy statements. Is it time to…
Over the last few years, nearly 250 #foundations and #nonprofits have asked Bernstein to review their investment policy statements. Is it time to…
Shared by Bill Dugdale
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Working at Bernstein Private Wealth Management has been the pinnacle of my career as a Wealth Advisor. This is not solely due to its rich history of…
Working at Bernstein Private Wealth Management has been the pinnacle of my career as a Wealth Advisor. This is not solely due to its rich history of…
Liked by Bill Dugdale
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Visit www.grittalks.com now to watch the video production of Andrew Cottone's GRIT Talk and to register to come hear Ed Breen, the CEO of the DuPont…
Visit www.grittalks.com now to watch the video production of Andrew Cottone's GRIT Talk and to register to come hear Ed Breen, the CEO of the DuPont…
Shared by Bill Dugdale
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Thank you Andrew Cottone for your heartfelt and informative GRIT Talk! Visit www.grittalks.com to see the video of Andrew's talk, past speakers and…
Thank you Andrew Cottone for your heartfelt and informative GRIT Talk! Visit www.grittalks.com to see the video of Andrew's talk, past speakers and…
Shared by Bill Dugdale
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Great Grit talk. “Failure is a conscious decision to stay down. I don’t stay down”. Andrew Cottone. (Go Birds!)
Great Grit talk. “Failure is a conscious decision to stay down. I don’t stay down”. Andrew Cottone. (Go Birds!)
Liked by Bill Dugdale
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This is a big deal for us. Will is one of Delaware’s best T&E attorneys. Together we’re going to continue growing the firm and serving clients in…
This is a big deal for us. Will is one of Delaware’s best T&E attorneys. Together we’re going to continue growing the firm and serving clients in…
Liked by Bill Dugdale
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GRIT Talks Thanks to those of you who attended Chris Buccini’s GRIT Talk on December 7th and for those of you who couldn’t attend the video…
GRIT Talks Thanks to those of you who attended Chris Buccini’s GRIT Talk on December 7th and for those of you who couldn’t attend the video…
Shared by Bill Dugdale
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In 2023, investors focused on “getting to the other side”—whether for #interestrates, #recession fears, #earnings, or #inflation. Now, as we look to…
In 2023, investors focused on “getting to the other side”—whether for #interestrates, #recession fears, #earnings, or #inflation. Now, as we look to…
Shared by Bill Dugdale
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