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

News, Articles, & PRWilliam MarrChris Keenan
Welton Featured in FA Magazine’s Four-Part Series on Alternative Investing

Welton Featured in FA Magazine’s Four-Part Series on Alternative Investing

Welton Investment Partners was recently featured in a four-part FA Magazine series dissecting “The New Playbook for Alternative Investing” — a framework for helping advisors think more strategically about the role of alternatives in modern portfolios. Using...

InsightsWilliam MarrChris Keenan
The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio

The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio

Alternative investments have moved from the sidelines to the mainstream of portfolio construction—and for good reason. Recent policy developments, including the White House Executive Order expanding access to alternatives in retirement plans, reflect recognition that modern portfolios need more than stocks and bonds to deliver diversification, manage risk, and capture new return opportunities.

Welton Investment Partners