William Beck Email and Phone Number

Head of research team for fixed income portion of $1+ trillion of total client assets- Portfolio manager responsible for asset allocation and manager selection on Wilshire Active Income- Portfolio manager on Wilshire Core Plus Fixed Income CIT for OCIO and institutional clients- Lead and developed process for fixed income ESG strategy/manager review and selection framework- Senior leader on consulting defined contribution client team focused on multi-asset research- Investment Committee and Investment Strategy Committee voting member- Deputy Chair of Wilshire’s Traditional Manager Research Committee- Quoted in FundFire, FT.com, Bloomberg, and With Intelligence, conference speaker and podcast guest- Contributor and Presenter for Wilshire’s Monday Market Flash- Mentor for Wilshire Gender and Diversity Committee Mentorship Program- Cover strategies across core, municipal, securitized, global, emerging market debt, and credit- Developed model that calculates proprietary fiduciary score for each fund within asset class universe

- Performed tax analysis on securities, residing in client accounts, undergoing corporate restructurings- Analyzed and reported tax reclassification of securities for all accounts cleared through Fidelity Investments- Co-authored documents related to new reporting requirements

- Developed 5-year strategic plan under guidance of the Director of Corporate Finance- Reengineered the 5-year business model and created an actively linked, flexible senior management reporting system in Excel- Worked with Regional Presidents, Finance Directors and Product Managers to compile data and develop expectations for the upcoming fiscal year budget- Developed a functional understanding of the company through interaction with CEO, President, CFO, CTO and other senior executives throughout the company’s 6 country European network and US operations