Billy is a portfolio manager in the International Private Client group where he manages balanced portfolios for individuals and families. Billy started his career as a Portfolio Analyst and then Associate Portfolio Manager in the Baltimore private client group working with our U.S. institutional and private clients.

He achieved his BS in Business Administration from Elon University (2010) and is a CFA Charterholder.

Community Involvement

  • Board Member, Treasurer, Village Learning Place

Certifications

  • CFA®

Colleagues

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