Bill joined IR+M in July 2004 and was named Senior Portfolio Manager in 2013. In 2025, he was also named Co-Director of Portfolio Management. In his role, Bill helps oversee portfolio construction and implementation across the firm's strategies, contributing to firmwide investment decisions and helping guide portfolio risk positioning.
Over the course of his tenure at IR+M, Bill has held several leadership roles on the Investment Team. His experience as a Portfolio Manager during the Global Financial Crisis strongly shaped his perspective on market cycles, risk management, and the importance of maintaining discipline through periods of significant market stress.
Prior to joining IR+M, Bill was a Trader at Investors Bank & Trust where he focused on residential mortgage-backed securities and interest rate derivatives.
Bill earned a BSBA in Finance from the University of Rhode Island and an MBA from F.W. Olin Graduate School of Business, Babson College.
As a father of four boys and a seasoned investor who has navigated multiple market cycles, Bill understands the importance of preparation, adaptability, and teamwork, qualities he brings to both portfolio management and client relationships.
