Investments
Bill serves as Director of Quantitative Market Strategy, bringing 30 years of experience in the business. In his current role, Bill has worked to develop a number of quantitative tools that provide market signals to the team; focusing on time periods of 1 to 3 months.
Prior to launching RiverFront, Bill was Director of Quantitative Strategy at Wachovia Securities and its predecessor firms. Bill joined the Investment Strategy Department of Wachovia Securities (Wheat First Butcher Singer) in 1991 and during his time there also served as a portfolio manager for separately managed and mutual fund portfolios
Bill holds a Chartered Financial Analyst® designation and Chartered Market Technician® designation.
Bill was not always a by the numbers type; he made his living as a drummer, percussionist, and magician before entering the financial world. Music is still in his blood and he frequently enjoys playing the drums while his three kids sing, dance, or play their own instruments.