Bill is a Senior Consultant at Prime Quadrant. He has over 30 years of experience in investment counseling, manager selection, and portfolio management in both public and private markets.

Prior to joining Prime Quadrant, Bill was most recently the CIO and CXO at Portfolio HiWay. He previously co-founded Patrimonica Asset Management Inc., the investment unit of a multi-family office based in Montreal where he was the President and CIO. Earlier in his career, Bill was a Vice-President, Portfolio Manager, successively at TAL Private Management Inc. and McLean Budden Ltd., providing advice and managing portfolios for wealthy families, foundations, and endowments.

Bill is a CFA charterholder and has an M.Sc. in Financial Economics from the University of London. He completed his undergraduate studies at the John Molson School of Business (JMSB), Concordia University with a BComm in Finance. Bill has been involved with JMSB as a mentor, Client Committee Member and Chair for the Kenneth Woods Portfolio Management Program since its inception in 2000. Over the years, Bill has also volunteered as a member or as chair of several investment committees for non-profit organizations in support of poverty alleviation and palliative care in his community.

Outside of work, Bill enjoys travel adventures with his family and maintains an active lifestyle as an avid cyclist and runner.