As the Investment Director for Global Wealth Strategies, Bill is the architect of the investment platform and is responsible for Strategic Asset Allocation and investment vehicle selection. He also provides financial planning services to help clients achieve their financial goals. Bill uses his experience in risk analysis to establish an integrated investment approach, offering both asset allocation strategies and recommendations based upon short and long-term financial objectives.
Bill brings over 20 years of investment experience to the GWS team. Throughout his career, he has worked in several investment management roles including; building a Global Investment Services platform by developing Strategic Asset Allocation models based on global political economics and evaluating tactical shifts in investment trends.
Bill has held positions as an analyst, advisor, portfolio manager, trade desk manager and Director of Global Investment Services. His specialties include equity and fixed income analysis, global political economics (GPE), micro/macro level investment decision making and global investment research. Bill has managed investment portfolios for individuals and institutions including multi-million dollar portfolios of foreign equities, alternative investments and structured products. In addition, he has developed and executed hedging strategies for Charles Schwab and Co., Merrill Lynch, MetLife and MassMutual using currencies, futures and options.
Bill earned a dual degree in History/Religion from Arizona State University and an Executive MBA from The Thunderbird School of Global Management and Finance. He is an AAMS and AWMA charter holder as well as a Registered Securities Principal.
He and his wife live in Phoenix and when not traveling, hiking or camping, he is adding to his extensive wine collection.
“Risk management and protecting our clients and the growth of their assets is my daily focus.”