Bill Chenoweth, Cfa, Cfp® Email and Phone Number
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Bill is an accomplished Portfolio Manager and Financial Advisor with more than 30 years of investment management experience. Prior to joining Northern Trust as a Senior Portfolio Manager, Bill was a Relationship Manager at Credit Suisse, where he provided sophisticated wealth management solutions to ultra-high net worth individuals, families, family offices and foundations. Before Credit Suisse, Bill was a principal with San Diego based Hokanson Associates where he managed assets and provided financial planning advice for high net worth families and foundations.A significant portion of Bill’s career was spent as an institutional portfolio manager. He was a Partner and Lead PM for Nicholas-Applegate where he managed over $9 billion of Mid-Cap Growth assets for companies such as Johnson & Johnson, SBC Communications and the State of Oregon. Before that, Bill was a Partner and Senior PM for Turner Investment Partners where he started the Small and Mid-Cap Growth products and managed assets for companies such as Coca-Cola, Shell Oil and United Airlines. The Turner Small-Cap fund, which he managed, was the #1 no-load fund in the U.S. in 1995 with performance of 68.2%.Bill received an MBA in finance from Emory University, is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®). He is a member of the Rancho Santa Fe Rotary Club, the Association for Corporate Growth, the North County Estate Planning Council, the CFA Society, the Financial Planning Association and is the Chairman of the San Diego United Way Investment Committee.
Northern Trust
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Senior Vice President, Senior Investment Officer, Senior Portfolio ManagerNorthern Trust Dec 2013 - PresentSandiegoSenior Investment Officer for the San Diego region. Direct management of investment portfolios for high net worth individuals, families and foundations. Specialize in HNW families with $10mm or more of investable assets. Provide world class expertise and service combined with a sense of caring to create the highest possible confidence for our clients in their ability to achieve their financial goals.
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Vice PresidentCredit Suisse Jul 2012 - Dec 2013Greater San Diego AreaProvided sophisticated wealth management solutions to ultra-high net worth individuals, families, family offices and foundations.Utilized a consistent and disciplined investment philosophy that emphasizes diversification and risk management.Provided clients with a comprehensive, consultative approach to wealth planning that carefully considers current wealth and future investment, trust & estate, tax, philantrophic and other financial goals.Serviced clients with the utmost integrity, transparency and accountibility while providing a premium level of service and best-in-class wealth management solutions. -
Principal, Portfolio ManagerHokanson Associates Jan 2008 - Jul 2012Solana Beach, CaManaged assets for high net worth individuals and foundations. Full accountability for equity investments for the firm. Investment approach emphasized diversification across stocks, bonds, real estate and alternative assets.Stocks diversified among domestic and international; growth and value; large, mid and small cap stocks. Bonds diversified among U.S. Treasuries, corporates, municipal bonds, international bonds, floaters, agencies, high yield, preferreds, among others. Alternative assets include hedge funds, managed futures, merger arbitrage, absolute return strategies, currencies, precious metals and commodities.
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Partner / Lead Portfolio ManagerNicholas-Applegate 1998 - 2003San Diego, CaLead Portfolio Manager of the Mid-Cap Growth product. Grew Mid-Cap Growth assets from over $4 billion to over $9 billion at the peak. Clients included Johnson & Johnson, SBC Communications, Ohio State University, Sempra Energy and the State of Oregon, among others. Served as an Executive Committee Member. Managed and coached a team of Analysts and Portfolio Managers. Firm acquired by Allianz for $1 billion in October 2000. -
Partner / Senior Portfolio ManagerTurner Investment Partners 1993 - 1998Philadelphia, PaStarted the Turner Small Cap growth product in 1993. As Lead Portfolio Manager, grew assets to exceed $800 million. #1 no-load fund in 1995 with performance of 68.2%. Clients included Coca-Cola, Shell Oil, United Airlines and Caterpillar, and other Fortune 500 companies.Built the Turner Mid-Cap growth product in 1996 and was the Co-Portfolio Manager. Ranked as the #1 Mid-Cap growth fund in 1997 with performance of 40.6%. Top 5% of all Small-Cap Managers according to Mobius for 3 year period ending Dec. 1997.Featured Guest – Wall Street Week with Louis Rukeyser; Cover story – Philadelphia Magazine; feature articles and TV appearances including Barron’s, CNBC, Nightly Business Report, Smart Money, Kiplinger’s, Mutual Funds Magazine, and Wall Street Journal.
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Vp - Corporate DevelopmentJefferson-Pilot Corporation 1991 - 1993Greensboro, NcInvestor Relations contact for NYSE listed corporation. Screened prospective acquisition candidates. Actively involved in high profile 1992 proxy contest.
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Security AnalystJefferson-Pilot Corporation 1986 - 1991Greensboro, NcManaged the JP Growth Fund and Jefferson-Pilot Growth Fund.
Bill Chenoweth, Cfa, Cfp® Skills
Bill Chenoweth, Cfa, Cfp® Education Details
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Western Reserve AcademyGraduated With Honors In Latin
Frequently Asked Questions about Bill Chenoweth, Cfa, Cfp®
What company does Bill Chenoweth, Cfa, Cfp® work for?
Bill Chenoweth, Cfa, Cfp® works for Northern Trust
What is Bill Chenoweth, Cfa, Cfp®'s role at the current company?
Bill Chenoweth, Cfa, Cfp®'s current role is Senior Vice President, Senior Investment Officer at Northern Trust.
What is Bill Chenoweth, Cfa, Cfp®'s email address?
Bill Chenoweth, Cfa, Cfp®'s email address is bc****@****ner.com
What is Bill Chenoweth, Cfa, Cfp®'s direct phone number?
Bill Chenoweth, Cfa, Cfp®'s direct phone number is (888) 289*****
What schools did Bill Chenoweth, Cfa, Cfp® attend?
Bill Chenoweth, Cfa, Cfp® attended Emory University - Goizueta Business School, Emory University - Goizueta Business School, Western Reserve Academy.
What skills is Bill Chenoweth, Cfa, Cfp® known for?
Bill Chenoweth, Cfa, Cfp® has skills like Investments, Portfolio Management, Equities, Hedge Funds, Investment Management, Strategic Financial Planning, Mergers And Acquisitions, Fixed Income, Wealth Management Services, Mutual Funds, Bonds, Wealth Management.
Who are Bill Chenoweth, Cfa, Cfp®'s colleagues?
Bill Chenoweth, Cfa, Cfp®'s colleagues are Claire-Anne Enright, Eman Abushamah, Michael Randall, Raghavendra Gunta, Vincent Phelan, Renuka Nair, Mark Mitchell.
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