Before joining Elevation Securities in 2016, Bill was the president and a portfolio manager for Round Table Investment Management Company, a global macro hedge fund group. He started his career at James M. Myers & Company, where he was a co-portfolio manager and senior analyst. He went on to join Cambium Capital Management, a long-short equity fund, as the director of research, and was then a portfolio manager for the consumer/industrial group at Hunter Global Investors. He attended the University of North Carolina at Chapel Hill, and received his CFA designation in 1998.

Bill enjoys golf, fishing, running and anything else outdoors, preferably with his wife, son, daughter, and two golden retrievers.