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About
William Collins, CFP®, AEP®, is Managing Director and Senior Wealth Advisor at MAI Capital Management, based in Burlington, Massachusetts. In this capacity, he leads the firm’s comprehensive wealth management and financial planning services, delivering tailored solutions across investment management, retirement planning, and estate strategies for high-net-worth individuals and families.
With more than 37 years of experience in the financial services industry, Collins has previously held senior advisory roles, including representing Primerica where he oversaw approximately $540 million in client assets. His expertise encompasses multi-asset portfolio management with a particular focus on equities, fixed income, and retirement plan solutions, as well as holistic financial and estate planning for a diverse client base.
Collins holds the distinguished Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®) designations, signifying his deep knowledge in investment advisory, wealth transfer, and long-term client goals. Recognized for his leadership in the field, he is known for his client-centric approach and significant contributions to advancing financial planning standards within the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mai Capital Management, LLC | Managing Director | Apr 2011 to Present | — |
| Horizon Kinetics LLC | Vice President | Oct 2009 to Apr 2011 | — |
| Fidelity Investments | Vice President, Northeast Regional Manager | Jan 2006 to Jan 2008 | — |
| Fidelity Investments | Vice President | Jan 2000 to Jan 2006 | — |
| Fidelity Investments | Financial Planning Consultant | Jan 1996 to Jan 2000 | — |
| Alps, a DST Company | Regional Vice President - Wholesaler | Jan 1994 to Jan 1996 | — |
Education
College for Financial Planning
Master of Science
2000 — 2002
Assumption College
Bachelor of Arts, Accounting
1984 — 1988
Boston College
1980 — 1984
Others at Mai Capital Management (22)
| Name | Role | Location |
|---|---|---|
 | Sr. Portfolio Manager | Cincinnati, OH , United States |
 | Portfolio Manager, Director | Boston, MA , United States |
 | Chief Equity Strategist and Senior Portfolio Manager | New York, NY , United States |
 | Group Head | Managing Director | MAI Retirement | Ponte Vedra Beach, FL , United States |
 | Portfolio Management Analyst, Senior Associate | Cleveland, OH , United States |
 | Portfolio Manager | Solon, OH , United States |
 | Co-Regional President, Managing Director | Philadelphia, PA , United States |
 | Regional President, Senior Managing Director | St. Louis, MO , United States |
K Kurt Nye | Managing Partner, Chief Investment Officer | Cleveland, OH , United States |
R Robert Hamer | Managing Director | Northbrook, IL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Client Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States |
 | Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States |
K Khristian Ortiz-Ortega | Trader | Clearstead Advisors, LLC | Norfolk, VA , United States |
 | Analyst | Clearstead Advisors, LLC | Lakewood, OH , United States |
