Managing Director, Global Investment Strategist
Mellon Investments Corporation
Bill is a global investment strategist for the firm’s equity, Small Cap Value, Non-US and Emerging Markets investment disciplines, responsible for communicating the teams’ strategies to clients, prospective clients and consultants. He is a critical interface between client-facing staff and investment teams and guides the messaging and positioning of these investment strategies. Before joining the firm, Bill was an associate at Deutsche Bank, where he was responsible for European equity research sales. Previously, he was a senior account officer at Putnam Investments, where he managed 401(k) relationships, and a senior account administrator at State Street Research and Management Co. Bill has been in the investment industry since 1995. Bill earned a BA in political science from Boston College and an MBA in finance from the University of Maryland.