Profile
Mr. Bill M.
Tartikoff is Senior Vice President & Secretary at Calvert Group Ltd.
Prior to joining Calvert in January 1990, he was Vice President and Associate Counsel for T.
Rowe Price Associates.
Before that, he was Assistant Counsel for the Investment Company Institute from 1977 to 1982 and with the Internal Revenue Service, Employee Plans, and Exempt Organizations Branch from 1972 to 1977.
He authored Treatment of Mutual Funds under ERISA, Duke Law Journal Vol.
1979, No.
2 and is a frequent speaker on mutual funds and other related matters.
He served as a former Director for ICI Mutual Insurance Company and served on the Board (former Chair) of the Make-A-Wish Foundation of the Mid-Atlantic, and on the Board of Make-A-Wish Foundation of America, including two years as its Finance Committee Chair.
He is also the former Chair of the Cultural Alliance of Greater Washington.
Mr. Tartikoff is a graduate of the American University BBA 1969, JD 1972 and received a LLM Taxation from Georgetown University.
He is FINRA Series 7, 24 and 63 licensed.
He lives in Potomac, Maryland with his wife.
Former positions of Bill M. Tartikoff
| Companies | Position | End |
|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Corporate Officer/Principal | - |
ICI Mutual Insurance Co.
 ICI Mutual Insurance Co. Multi-Line InsuranceFinance ICI Mutual Insurance Co. provides risk management studies and practical advice to help insureds improve the risk profiles of their organizations. The private company is based in Washington and has subsidiaries in the United States. The American company also publish an annual newsletter called Claims Trends that provides an overview of the fund industry claims environment, including recent litigation developments, court decisions, and recent claims data. | Director/Board Member | - |
Calvert Investments, Inc.
 Calvert Investments, Inc. Investment ManagersFinance Founded in 1976, Calvert Investments, Inc. is an investment advisor located in Bethesda, Maryland. The firm is a subsidiary of Ameritas Life Insurance Corp. and their ultimate parent is UNIFI Cos. Calvert Investments provides investment services to financial advisors and their clients, as well as retirement plans and insurance carriers, and institutional investors. The firm's investment strategies are available through mutual funds, sub-advisory services, and separate account management. | General Counsel | - |
Training of Bill M. Tartikoff
| American University | Undergraduate Degree |
| Georgetown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Calvert Investments, Inc.
Calvert Investments, Inc. Investment ManagersFinance Founded in 1976, Calvert Investments, Inc. is an investment advisor located in Bethesda, Maryland. The firm is a subsidiary of Ameritas Life Insurance Corp. and their ultimate parent is UNIFI Cos. Calvert Investments provides investment services to financial advisors and their clients, as well as retirement plans and insurance carriers, and institutional investors. The firm's investment strategies are available through mutual funds, sub-advisory services, and separate account management. | Finance |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
ICI Mutual Insurance Co.
ICI Mutual Insurance Co. Multi-Line InsuranceFinance ICI Mutual Insurance Co. provides risk management studies and practical advice to help insureds improve the risk profiles of their organizations. The private company is based in Washington and has subsidiaries in the United States. The American company also publish an annual newsletter called Claims Trends that provides an overview of the fund industry claims environment, including recent litigation developments, court decisions, and recent claims data. | Finance |
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