Bill is the Senior Vice-President, Chief Investment Officer and Chairman of the firm’s Investment Strategy Committee.
As Chief Investment Officer, Bill’s expertise, distinguished investment experience, and strategic vision allows the firm to further enhance and expand its investment strategy and offerings. Bill works closely with the team responsible for developing the firm’s market outlook, investment strategy, aligning its asset allocation guidelines, and overseeing strategic investment programs. In this role, he coordinates internal research and perspectives along with input and insight from key external investment partners and serves as the firm’s spokesperson on economic and market activity. This work complements and supports the firm’s advisors and the work they do to meet their client’s investment needs, both for today and for years to come.
Prior to joining Benjamin F. Edwards, Bill served as Chief Investment Officer at the Moneta Group since 2009 where he led the investment team and was responsible for oversight of the investment process. Bill also spent 20 years as Chief Fixed Income Strategist and Investment Strategy Committee member at A.G. Edwards and its successor companies. There, he worked on strategic, cyclical, and tactical asset allocation, formulated capital market assumptions, and served as portfolio manager for multi-asset and multi-strategic ETF programs. Bill received his bachelor’s degree in business and MBA from Saint Louis University.