William J. Fennie III, 27, is always knocking on the proverbial door, because he knows one day, one will open. As an investment specialist with Integrated Capital Management (iCM) he cannot take “no” for an answer.
“I make cold calls every day to invite financial advisor prospects to enroll in the investment solution my firm offers. I am told no every day. I fail every day. But, I succeed because I keep picking up the phone,” he said.
His role enables him to use a diverse set of analytical and communication skills to serve institutional clients and partner advisors so they can have more confidence in their investment portfolio and the investment side of their practice.
After graduating from Scranton Prep, Fennie earned dual bachelor’s degrees in finance and economics from West Chester University and is a Level II candidate in the CFA program. During college, Fennie served as iCM’s first intern. Upon graduation, he was briefly employed by JP Morgan in Newark, DE, before leaving to join the Federal Reserve Bank of Philadelphia as an analyst in the statistics department.
“I had become interested in finance and investing while growing up in the 90s and keeping track of the stocks my father and mother owned, on my AIM buddy list stock ticker. So I was eight or nine and I would look at it every day. I would call my father at his dentist office: ‘Dad, this stock or that stock is down a few points, you should buy more.’”
In high school and college, he worked with Cathy Gavin at Stirna’s Restaurant. “To this day, I have not met a harder working person,” he said. “She taught me it’s not about just showing up, anyone can ‘mail it in,’ it’s about being truly present.”
He believes being present is working hard, taking pride in your work, figuring things out on your own, allowing yourself to fail, trying again, and asking questions. “Being inquisitive is the only reason I am employed by iCM today. If I did not seek them out that spring and ask if they were looking for an intern I would not be here today.”
The youngest of five siblings, he has two loving parents, Michael and Kathleen. His family is very close and his fiancé, Leigh Magnotta, is supportive in his personal and professional growth. “She continuously challenges me to be a better person. She come from a close-knit family and brings that same love and kindness to our relationship,” he said. “We are elated to bring our first child into the world in January and ecstatic to marry next August,” he said.
Fennie is a member of the Friendly Sons of St. Patrick of Lackawanna County and a brother of Pi Kappa Phi Fraternity, Zeta Nu chapter at West Chester.