William is a portfolio analyst responsible for working with portfolio managers to implement diverse portfolio management and investment activities. William researches and analyzes financial and economic trends and applies those findings to help design asset allocation for individual client portfolios and policy portfolios. He also manages qualitative information and quantitative metrics used to create monthly and quarterly reports for clients. William joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. Prior to William’s role as a portfolio analyst, he worked as an investment analyst where he was responsible for sourcing and conducting due diligence on new and existing managers for private equity pools.
Contact William Imeson at [email protected].
- Hampden-Sydney College, BS (summa cum laude)