Bill received his BSBA and MBA from Saint Louis University. Prior to joining Moneta, Bill spent 20 years as Chief Fixed Income Strategist and Investment Strategy Committee member at A.G. Edwards and their successor companies. There, he worked on strategic, cyclical, and tactical asset allocation, formulated capital market assumptions, and served as portfolio manager for multi-asset and multi-strategic ETF programs. He joined Moneta as Chief Investment Officer in 2009.
At Moneta, Bill uses his significant experience and expertise to lead his team in the right direction. Along with the rest of the Investment Team, he strives to be strategic without being dogmatic, open to new ideas, and collaborative both internally and externally. In a business where no one has all of the answers, he views his job as both humbling and challenging.
- Series 7 (General Securities Representative) licensed
- Series 63 (Uniform Securities Agent) licensed
- Series 24 (General Securities Principal) licensed