Bill manages US equity portfolios for Addenda Capital clients.
Member of:
- Investment Risk Committee
- Asset Mix Committee
Career:
- Addenda Capital: Vice-President, US Equities (since 2018); Co-Head, US Equities (2008-2018)
- Natcan Investment Management: Senior Vice-President, US Equities (2004-2008)
- Altamira Management: Vice-President, International Equities (1998-2003)
- Mutual Life Assurance Company of Canada/Clarica: various roles progressing from Economic and Research Analyst to Investment Vice-President, Equities (1981-1998)
Education:
- Master’s degree in Economics at McMaster University
- Bachelor’s degree in Economics at Memorial University
- Chartered Financial Analyst (CFA®) designation