Senior Managing Director, Wealth Management Group
Bill is responsible for delivering Welton’s investment solutions to the Wealth Management community, including Brokerage Houses, RIAs, Private Banks, and Family Offices.
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
Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth
iCapital’s platform will enable streamlined access to Welton’s institutional-quality investment solutions to the wealth management community, including brokerage houses, RIAs, private banks, and family offices.
CAIS, iCapital Expand Hedge Fund Menus as Advisor Demand Rises
The relatively strong performance of hedge funds overall during last year’s public markets rout – and continued interest in the asset class in the face of ongoing economic uncertainty – is sparking renewed interest in the asset class among financial advisors and their high-net-worth clients.