Navigating markets for the last 20 years beginning with 8 years managing/trading a Specialist book of equities for large institutions on the floor of the Boston Stock Exchange. Core investment strategies evolved from a tactical specialist to a more strategic investment manager with experience ...more

Navigating markets for the last 20 years beginning with 8 years managing/trading a Specialist book of equities for large institutions on the floor of the Boston Stock Exchange. Core investment strategies evolved from a tactical specialist to a more strategic investment manager with experience working with technical, fundamental, & quantitative analysis. The fusion of the analysis disciplines along with vast experience in producing risk adjusted returns provided Bill with a unique set of skills to enhance the process of any portfolio management style. *2003 Bill joined Chartered Market Technicians Association(CMTA)after recognizing the need for better market analysis & tactical strategies due to advances in algorithmic & HFT trading that had dramatically impacted market structure&market liquidity *2006 exchange model ended-Bill joined a leading Dark Pool/Algorithmic firm *2007-2017 Bill left to continue his tactical analysis development-focused on finishing the CMT&focused on his strategic analysis development. He consulted for a boutique research firm, a distressed hedge fund, a firm specializing in providing machine learning strategies & predictive forecasts for the markets & CFA program *Since 2009 Bill has been president of the Boston Chapter of the CMTA. Bill designed, produced,executed 7 successful global conferences for the CMTA(2013-2019). Bill's numerous leadership roles recently earned Bill a role on the CMTA Board of Directors 2016-present *2017 Bill Joined ETFConcepts to assist in building its ETFC Multi-Strategy Quantitative Hedge Fund. With a successful 3 year performance track record Bill joined the fund to help manage the strategies, institutionalize the infrastructure, and grow the fund. The fund recently completed a very successful five year performance record. Bill, a graduate of Dartmouth College, earned a BA in political science & played 4 years of Division 1 hockey. Bill played 2 years of hockey in the European Elite professional leagues.less