With over three decades of experience in working with a number of the world’s largest financial institutions and global custodians, Bill is globally recognized as an institutional investments industry leader in data and analytics, with a particular focus on the calculation, visualization and database technology leveraged for investment analytics including performance measurement, attribution, ex-ante & ex-post risk, universe comparison, benchmark and index construction, structural portfolio and style analysis and investment compliance.
Over his career, Bill has achieved the milestone of building the world’s leading performance and analytics business in terms of assets under measurement for three separate firms on three separate occasions. He was instrumental in leading the initial development of the primary competitive client online data and analytics portal capabilities in broad use today by three large global financial institutions.
Bill developed successful and cost effective global business models to achieve best in breed products, people and organizations. Created competitive differentiation and synergies generating significant direct and indirect profitable revenue growth.
Bill is a dynamic business leader who has firm grasp of technology, investments and the institutional investment business. High success rate on strategy, execution, implementations and conversions. Visionary and pioneering, yet detail oriented when necessary. Motivating leader who fosters people-oriented loyal culture and can affect real change for the positive. Fostered the creation of a company culture identified as a "Best Company to Work For" based on employee survey results conducted by an independent regional magazine.
Bill has held numerous board of directors positions (including Chairman) for investment analytics corporations in North America, EMEA and Asia Pacific.