William C. Dowd
William C. Dowd is a Senior Director at Family Endowment Partners working with high net worth, foundation and pension plan clients on a daily basis.
Previous Experience
Bill has more than 18 years experience in the investment management and insurance industry. Prior to joining Family Endowment Partners, Bill was Managing Director at a Philadelphia, Pennsylvania based wealth management firm, where he oversaw the administration of the firm’s profit sharing and pension plans while working one-on-one with high net worth clients. Previously, Bill was President of the Dowd Insurance Agency. The Dowd Agency was exclusively affiliated with Allstate Insurance Company with over $100 billion in assets and over 70 years in the Insurance Industry. In this role, Bill advised clients on their immediate insurance and financial needs incorporating a focus on long term financial planning. The Agency handled a range of products including mutual funds, annuities, life insurance, homeowners insurance, and auto. Bill sold the agency in 2003.
Education
Bill earned a Bachelor of Science degree in Business Administration from Saint Joseph’s University. He holds the Series 6, 63, and 65 securities licenses. Bill is past president of the Optima International Chapter of Chambersburg, Pennsylvania and is involved with the Children’s Heart Foundation.
Bill lives in Bryn Mawr, Pennsylvania with his wife and three children.