William (Bill) Porter Email & Phone Number

Financial services executive with demonstrated success over a 30-year career in creating strategic, long-term relationships and partnerships that drive business growth. Proven ability to work within complex global organizations to collaborate on business strategy and execute on delivering effective fixed income, equity, and alternative solutions to the institutional marketplace. Demonstrate a comprehensive perspective of the entire institutional asset management value chain, resulting from significant hands-on experience in roles within institutional distribution and service, client portfolio management, and marketing. SKILLED DISTRIBUTION PROFESSIONAL – success growing businesses, serving both as an executive and an individual contributor. Proven track record of driving asset, revenue, profitability, and client growth within both established, market-leading firms as well as within early-stage initiatives. Firsthand experience navigating businesses during both growth and challenging business climates.RESPECTED LEADER – A history of recruiting and retaining top talent and developing high-performing, , collaborative teams. A manager who motivates through leading by example while demonstrating integrity. Foster loyalty and dedication through the practice of transparency, honesty, and a team-first mentality. PERSUASIVE COMMUNICATOR – Skilled at translating complex concepts into understandable examples in a clear, concise fashion. Recognized as an influential speaker delivering informative and compelling presentations to a wide range of audiences, including CFOs, investment staffs, boards of directors, investment consultants, business partners, and senior management committees.STRATEGIC BUSINESS PARTNER – Trusted advisor to all levels of an organization as well as to clients. Couple superior analytical abilities and an open mind with diversified experience and intuition to provide valuable insights and actionable ideas on strategic and tactical initiatives.

Listed skills include Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, and 6 others.