At Detalus, Bill is focused on identifying and developing new business opportunities which are strategically consistent with the firm’s capabilities and culture.
Bill’s extensive experience in the investment business has been primarily focused on fixed income markets. His early career was spent as an institutional fixed income salesperson at several Wall Street firms, including Merrill Lynch, Goldman Sachs, and Prudential Securities. He subsequently held the roles of both Director of Fixed Income Sales and Director of Fixed Income Research at Prudential.
Bill was Director of Research and National Fixed Income Strategist at Conseco Capital Management before joining Deutsche Asset Management as a member of the fixed income portfolio management team. In that role, he concentrated on managing existing client relationships and new business development. This entailed interaction with a broad range of institutional investors, including public and private pensions funds, pension consultants, endowments and financial intermediary platforms.
Bill most recently spent several years at Aberdeen Asset Management in the role of Senior Business Development Manager with a concentration on the financial intermediary space. He represented a broad range of investment capabilities, including both domestic and international fixed income and equities, and in various forms from mutual funds to sub-advised separate accounts.
Bill earned a BS from St. Peter’s College and an MBA form Bernard M. Baruch College. He holds Series 1, 5, 8, 24, and 63 licenses from FINRA.