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
Please join us to see our panel, "Recalibrating the 60/40 Asset Allocation Model," where we'll discuss tactics to help clients navigate inflation, higher interest rates, and increasingly frequent market shocks over the short and long-term.
With a risk-free rate of 5%, investors have options that were not available two years ago, and this is now the bogey that managers are compared to. So, do higher rates improve a hedge fund’s performance expectations, or are they a headwind? As with most things, it depends.