William Marr

Head of Business Growth

William Marr

Bill leads business development for Welton’s multi-channel, multi-geography strategy to meet increased investor demand as newer segments seek to add alternatives to their portfolios.

In previous roles he led due diligence and allocated to Hedge Funds and CTAs, including as Global Head of Hedge Fund Research at Merrill Lynch Wealth Management. Bill also headed Alternative Investments at Zurich-based Bank Julius Baer and Boston-based State Street Global Advisors. Most recently he founded and managed Granite Street Capital, a consultancy focused on developing and implementing growth strategies for alternative investment managers. Bill holds a BA from Bowdoin College.

News and Insights from William Marr

InsightsWilliam MarrChris Keenan
Why Diversification Still Matters: Reassessing a Core Principle in Today’s New Market Reality

Why Diversification Still Matters: Reassessing a Core Principle in Today’s New Market Reality

Since early 2022, U.S. equities have experienced negative monthly returns in sixteen separate months. Bonds declined in all but two of them. This pattern has led many investors and advisors to question whether the traditional 60/40 portfolio is still capable of...

InsightsWilliam Marr
Advisors’ Guide to the 2025 Stock Market: Optimism Now, Challenges Ahead

Advisors’ Guide to the 2025 Stock Market: Optimism Now, Challenges Ahead

Advisors face an equity market landscape marked by opportunity and challenge. The near-term outlook for 2025 has many strategists forecasting double-digit gains for U.S. equities, driven by robust earnings growth, resilient consumer demand, and innovation in sectors like AI. Potential policy tailwinds like tax cuts and decreased regulation further support optimism.

Welton Investment Partners