William is a Director on the Great Lakes Advisors Fundamental Equity trading desk, handling both wrap and institutional client orders. He joined the firm in 2003. Previously, he worked as a Vice President at Rothschild & Co Asset Management US (acquired by Great Lakes Advisors in 2023). William handled the trading and operations of Lombard Odier’s ADR wrap program and worked at another asset management firm, NewBridge Partners.

Education & Professional Credentials:

• Industry Start: 1997
• Completed coursework at Northeastern University in Business and Finance