Executive Vice President and Chief Market Strategist
As Chief Market Strategist, Bill performs market, economic, and geopolitical research and is actively involved in portfolio management activities as a member of the Asset Allocation Investment Committee. Bill also co-manages Confluence’s Global Hard Assets portfolio, which focuses on tangible commodities investments. These strategies rely on his top-down evaluations of the geopolitical environment, fundamental macroeconomic trends, and technical patterns in the target markets. Additionally, Bill writes numerous reports for the firm, which can be found under Research & News, in which he provides insights on these topics and discusses market effects.
Prior to joining Confluence, Bill served as Vice President and Chief Investment Strategist for Wachovia Securities. As Chief Investment Strategist, he provided short-term asset allocation advice for Wachovia’s Advisory Services Group. Prior to this, Bill served in a variety of positions in his 19-year tenure at A.G. Edwards & Sons, Inc., including Chief Global Investment Strategist, Assistant Director of Market Analysis, and Manager of Futures Research, and was also a member of the A.G. Edwards Investment Strategy Committee.
In all, Bill has more than 30 years of experience following the energy, foreign exchange, and futures markets and is frequently quoted by such national media outlets as The Wall Street Journal and Bloomberg News. Bill earned a master’s degree in economics from St. Louis University and has undergraduate degrees in history and public administration from Avila College.