Managing Director
Current
Oct 2024 - Present
AeroLeads people directory · profile
William Sly Email & Phone Number
Institutional Sales & Consultant Relations
at
Seaport Global Holdings LLC
1 work email found
@riverandmercantile.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Institutional Sales & Consultant Relations
Location
Elmhurst, Illinois, United States
Who is William Sly? Overview
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Quick answer
William Sly is listed as Institutional Sales & Consultant Relations at Seaport Global Holdings LLC, based in Elmhurst, Illinois, United States. AeroLeads shows a work email signal at riverandmercantile.com and a matched LinkedIn profile for William Sly.
William Sly previously worked as Managing Director at Seaport Global Holdings Llc and Head of North America Institutional Sales & Consultant Relations at River And Mercantile. William Sly holds Mba, Finance, General from Illinois State University.
Company email context
Email format at Seaport Global Holdings LLC
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{first}.{last}@riverandmercantile.com
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Profile bio
About William Sly
Finance executive with extensive experience executing global expansion initiatives by leveraging expertise across institutional sales and sales management, portfolio management, and strategic planning to improve brand exposure, enhance business value and increase revenue. Proactive problem solver with a track record of delivering solutions to complex problems within a start-up and corporate environment utilizing robust interpersonal and leadership skills leading to strong client relationships. PROFESSIONAL ACHIEVEMENTS• Designed and implemented business development plan to enter the US market• Led consultant relations and institutional sales efforts across North America• Instrumental in acquisition of Emerging Market Equity team with top quartile performance• Facilitated the strategic vision and acquisition of HOLT Value Associates by Credit Suisse • Managed sales team as a player/coach responsible for over $50 million in annual sales• Repositioned, segmented and repriced product offering responsible for 200% increase in revenueEXECUTIVE COMPENTENCIESStrategic Planning & Execution | Consultant Relations |Institutional Investments | Sales Management |Product Development | Portfolio & Asset Management | Client Management | Business Development | FinTech Sales & Sales Management | Investment Consulting | Product Positioning | Relationship Management | Team Development
Listed skills include Equities, Investments, Asset Management, Portfolio Management, and 21 others.
Current workplace
William Sly's current company
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7 roles · 31 years
William Sly work experience
A career timeline built from the work history available for this profile.
Head Of North America Institutional Sales & Consultant Relations
Led Institutional Sales and Consultant Relations efforts in the US and CanadaDeveloped and implemented go-to-market plan to introduce investment strategies Increased brand awareness leading to ratings with 7 of the top 10 consultantsFostered, developed and sustained relationships with large pension plans and investment consultantsConducted comprehensive competitor analysis to position and differentiate investment strategiesOversaw the request for proposal (RFP) process for… Show more Led Institutional Sales and Consultant Relations efforts in the US and CanadaDeveloped and implemented go-to-market plan to introduce investment strategies Increased brand awareness leading to ratings with 7 of the top 10 consultantsFostered, developed and sustained relationships with large pension plans and investment consultantsConducted comprehensive competitor analysis to position and differentiate investment strategiesOversaw the request for proposal (RFP) process for North America mandates Show less
Oct 2012 - Oct 2022
Principal
Lasalle Street Capital Management
Developed and implemented marketing plan for newly formed asset managerLed Consultant Relations and Institutional Sales effortsResearch analyst for the US large cap and US small cap equity strategies
Jan 2009 - Apr 2012
Director, Co-Head Of Credit Suisse Holt Sales
Researched, recommended and facilitated the purchase of HOLT Value AssociatesManaged team of thirteen responsible for revenue growth that exceeded 500% in 5 years Player/coach responsible for over 10% of the team's annual salesPlanned and integrated HOLT Value Associates into Credit SuisseMember of the Credit Suisse Director Promotion Committee
Feb 2002 - Dec 2008
Vice President Institutional Equity Sales
Researched, recommended and facilitated the purchase of HOLT Value Associates
May 2000 - Feb 2002
Director Of Sales
Jan 1998 - May 2000
Regional Sales Manager
Zacks Investment Research
1996 - 1998
~2 yrs
2 education records
William Sly education
Mba, Finance, General
Bachelor Of Science (Bs), Business Administration
FAQ
Frequently asked questions about William Sly
Quick answers generated from the profile data available on this page.
What company does William Sly work for?
William Sly works for Seaport Global Holdings LLC.
What is William Sly's role at Seaport Global Holdings LLC?
William Sly is listed as Institutional Sales & Consultant Relations at Seaport Global Holdings LLC.
What is William Sly's email address?
AeroLeads has found 1 work email signal at @riverandmercantile.com for William Sly at Seaport Global Holdings LLC.
Where is William Sly based?
William Sly is based in Elmhurst, Illinois, United States while working with Seaport Global Holdings LLC.
What companies has William Sly worked for?
William Sly has worked for Seaport Global Holdings Llc, River And Mercantile, Lasalle Street Capital Management, Credit Suisse Holt, and Credit Suisse.
How can I contact William Sly?
You can use AeroLeads to view verified contact signals for William Sly at Seaport Global Holdings LLC, including work email, phone, and LinkedIn data when available.
What schools did William Sly attend?
William Sly holds Mba, Finance, General from Illinois State University.
What skills is William Sly known for?
William Sly is listed with skills including Equities, Investments, Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Investment Banking, and Equity Research.
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