Bill serves as a co-head of the Asset Management Services team, a national team within Abbot Downing Asset Management dedicated to serving the portfolio management needs of Abbot Downing clients. He is also a portfolio manager based in the Midwest region and is responsible for leading the investment process for clients including investment policy development, asset allocation, and portfolio management.
Prior to Abbot Downing, Bill was a relationship manager for Wells Capital Management where he served the investment needs of endowments, foundations, and other institutional clients. Before that, Bill was an investment associate for Lowry Hill.
Bill earned a bachelor’s degree from the University of Michigan and a master’s degree in business administration from the University of St. Thomas. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute.