Location Wayland, Massachusetts, United States Regions Greater Boston Area, East Coast, New England Gender Male
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Bill is a Partner, President and Chief Executive Officer. He guides the firm's strategic direction, oversees its operations and is a member of the investment team. Prior to founding the firm and serving as its Chief Investment Officer for more than 25 years, Bill was a Trustee and Vice President of Batterymarch Financial Management, where he
was involved in quantitative research and portfolio management as an investment strategist. Before joining Batterymarch, he was a Vice President of JPMorgan Asset Management where he began his career as a research analyst.
Bill graduated from Lafayette College with a B.A. in mathematics and economics. He earned an M.B.A. at the Wharton School. He is a CFA charterholder and a member of the New York Society of Security Analysts.
