Founding Partner & Chief Investment Officer
A Chartered Financial Analyst® since 1985, Bill has over 25 years of investment portfolio management experience. From 1995 to 2003 he was vice president and portfolio manager for SunTrust Bank, Atlanta. Prior to his employment at SunTrust, Bill was a trust portfolio manager for C&S/Sovran Bank in Atlanta, and previously managed three of Sovran Bank’s money market mutual funds before the firm merged with C&S.
Bill holds an undergraduate degree in economics from the University of Virginia and a graduate degree from Virginia Commonwealth University.
He was a member of the strategic planning committee at St. Pius X High School in Atlanta and spearheaded the addition of boys’ and girls’ lacrosse as varsity programs. He is a former member of the Georgia Lacrosse Foundation executive committee, and for five years served as the commissioner of the North Georgia Lacrosse League. Bill has two grown children: a daughter who lives in San Francisco and a son who lives in Charlotte.