Expertise
Bill manages investment portfolios for high-net-worth clients. He advises clients about asset allocation, security selection and how to invest to meet their goals. Bill has extensive experience overseeing asset allocation, having served as a member of the asset allocation committee at a prior firm. He also managed fixed income portfolios, including mutual funds and separate accounts for high-net-worth individuals and institutions.
Experience
Prior to coming to Northern Trust, Bill spent 16 years at City National, where he most recently was a Managing Director and Senior Portfolio Manager. Prior to City National, Bill was a Portfolio Manager at Fiduciary Trust, as well as an Investment Associate at PIMCO.
Community Involvement
Bill is a Director of the Hermosa Beach Education Foundation and was previously a Director of the Manhattan Beach Education Foundation.
Joined Northern Trust
2019
Education
Bachelor of Arts in Business Administration from California State University, Fullerton.
Credentials
Bill is a CFA® charterholder and a member of the CFA Institute, as well as the CFA Society of Los Angeles.