BILL FEW ASSOCIATES, INC.

Asset Manager

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Dateline Pittsburgh: A look at who's who and what's what

William J. Swope, director of accounting and auditing, Lally, Lally & Co. LLC, was elected treasurer of the Pittsburgh chapter of the Pennsylvania Institute of Certified Public Accountants for the 2001-02 term. In addition, he has been appointed to the ...

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Post-Gazette
October 23, 2001
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Bill Few Associates, Inc.

Registered in CA, CO, CT, FL, IL, IN, LA, MD, MN, MO, NJ, NM, NY, PA, RI, TN, TX, VA and VT. While Bill Few Associates, Inc. is licensed to operate in 19 states, licenses for individual advisors may vary.

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USNews
November 2, 2013
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Company Overview of Bill Few Associates, Inc.

Bill Few Associates, Inc. (BFA) is a privately owned investment manager with approximately $470 million in assets under management. The firm also provides retirement planning, estate planning, education planning, divorce planning, insurance planning, and ...

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Bloomberg
August 7, 2015
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Westinghouse/CBS 'paper' holders should study share swap options

Viacom Inc., the company that bought CBS, is writing to shareholders who still have paper Westinghouse Electric and CBS stock certificates with an offer to exchange their shares for Viacom stock. But if such shareholders are not careful, they could wind up ...

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Post-Gazette
August 1, 2001
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Common Plea owner has uncommon portfolio

There's nothing wrong with going for a home run every once in awhile, said Michael Kauffelt, president of Ross-based investment firm Bill Few Associates Inc., "as long as he keeps the whole thing in proportion and makes sure it doesn't get out of balance."

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The Business Journal
July 24, 2006
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Advent Software Launches Advent Portfolio Exchange(TM), its Next Generation Portfolio and Client Management Solution

Among the firms who participated in the program are Bill Few Associates, Inc., Sterling Capital Management, Midwest Trust, and Stanford Management Company. "Advent Portfolio Exchange(TM) will allow our firm to disseminate confidential information to our ...

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Thomasnet News
September 18, 2005
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Death benefit buyers eye advisers for deals

"I wouldn't see a market for this in our clientele," says Joe Petruska, vice president of estate planning at Bill Few Associates Inc. in Pittsburgh. "I would think the people who are prime candidates are people who are desperate for money. With our clients ...

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Investment News
April 28, 2002
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Advent Software launches new portfolio management system

Among the firms who participated in the program are Bill Few Associates, Inc., Sterling Capital Management, Midwest Trust, and Stanford Management Company. "Advent Portfolio Exchange will allow our firm to disseminate confidential information to our ...

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Finextra
September 19, 2005
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Advent Software Launches Advent Portfolio Exchange™, its Next Generation Portfolio and Client Management Solution

Among the firms who participated in the program are Bill Few Associates, Inc., Sterling Capital Management, Midwest Trust, and Stanford Management Company. "Advent Portfolio Exchange™ will allow our firm to disseminate confidential information to our ...

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Bobs Guide
September 19, 2005
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Bill Few Associates

Guiding clients comfortably through life's milestones is our goal at Bill Few Associates. With more than 20 years of wealth management experience, we have helped thousands of people throughout western Pennsylvania build a path to better retirements ...

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The Business Journals Business directory
December 22, 2013
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Movers & Shakers

ReShelle Barrett, vice president at Bill Few Associates Inc., has earned Certified Financial Planner designation by the CFP Board of Standards. She has worked at the wealth management firm since 1991. Mary Hackett has rejoined law firm Reed Smith as a ...

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Smart Business
October 29, 2001
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Dateline Pittsburgh: A look at who's who and what's what

has been named director of business development for Levy MG. The Claude Worthington Benedum Foundation said Paul R. Jenkins has retired as an active trustee of the foundation and has been elected emeritus trustee. Esther L. Barazzone, president of Chatham ...

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Pittsburgh Post-Gazette
April 2, 2003
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Company Overview of Bill Few Associates, Inc.

Bill Few Associates, Inc. (BFA) is a privately owned investment manager with approximately $470 million in assets under management. The firm also provides retirement planning, estate planning, education planning, divorce planning, insurance planning, and ...

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Bloomberg
August 26, 2015
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McKnight Development sells North Hills properties to Stern

Earlier this month, South Side-based Stern Enterprises purchased from McKnight a 48,000-square-foot Ross office complex anchored by financial services firm Bill Few Associates Inc. for slightly less than $3.5 million, or about $73 per square foot ...

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The Business Journal
October 1, 2007
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Bargains for investors? Here are top picks from financial pros

We think the economic growth here and abroad will be improving over the next two years.” — Michael Kauffelt, president/CEO, Bill Few Associates Inc. “The technology sector still looks appealing, based on strong global prospects longer term and ...

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The Business Journal
February 12, 2014
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Blip or correction? Pros make the call

Bill Few Associates Inc. President and CEO Michael Kauffelt says blip. “We do feel there will be a correction this year,” he said. “However, this may not be that occurance. We think April-May might be the time frame for a more significant pull-back ...

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The Business Journal
February 6, 2014
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For Advent watchers, the long wait is over

Another early user, Rodney Engh, a financial consultant with Bill Few Associates Inc. in Pittsburgh, which manages $1 billion, agrees. "You couldn't put all the improvements in one article, but, that said, the first thing we always [note] is the security ...

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Investment News
July 16, 2006
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No news for BILL FEW ASSOCIATES, INC. right now. Check back soon!
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