William J. Reilly, Cfa work email
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William J. Reilly, Cfa personal email
Financial Services Executive with 25+ years’ leadership experience in enterprise and business line risk governance program development. Strong career narrative leading and implementing practical, multi-faceted investment and fiduciary risk governance programs that meet the needs of executive management and regulators. A continuous learner who stays on the cutting-edge of industry standards, best practices, and innovation and leverages data and research to create robust programs for oversight of fiduciary and investment risk. Thrives in dynamic, matrix environments and enjoys building departments, processes, and controls from the ground up. Brings hands-on experience that span complex and diverse Lines of Business. Partners with stakeholders to create a forward-looking vision. Known for inspiring a collaborative work culture, developing and retaining employees for the long-term. I am a relationship builder with a strong professional network. I invite you to connect or reach out.
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Head Of Fiduciary & Investment RiskWells Fargo May 2015 - Feb 2020Greater Boston AreaBuilt an innovative global Fiduciary and Investment Risk Oversight program (FIRO) from the ground up to provide risk governance of trillions of dollars in AUM/administration and millions of client accounts. Led the strategic, high-priority corporate initiative and established the Enterprise-level vision, framework, and policies. Oversaw the program impacting Lines of Business such as Wealth Management, Retirement, Retail Brokerage, Institutional Asset Management, Corporate Trust, and Mutual Funds. Chaired the Enterprise Fiduciary and Investment Risk Committee. Managed a team of 7 direct reports and grew the program to 60+ professionals. -
Managing Partner And Chief Investment OfficerForward Capital Partners Oct 2013 - May 2015Greater Boston AreaFounder of the boutique investment management firm specializing in income-producing real estate. Directed the firm’s strategy, vision, and operations. Defined the investment management strategy and processes, including research, acquisitions, local partnership development, and risk management. Leveraged a strong professional network to drive new business development. -
Managing Director, Global Head Of Investment Manager Research And Oversight ("Imro")Bny Mellon Sep 2009 - Jul 2013Boston, MaLed the planning and execution to build the global IMRO team from the ground up, with full accountability for all people, resources, processes, systems, and technologies. Oversaw 30+ staff for multi-site operations in the US, Europe, and India. Mentored the team to performance excellence in the objective research and due diligence of subsidiaries’ investment and risk management capabilities, including equity, fixed income, and alternative strategies. Evaluated all products across the organization, spanning wealth management, institutional asset management, and mutual funds. -
Managing Director, Head Of Equity Strategies And Investment Oversight TeamBny Mellon Nov 2006 - Sep 2009Boston, MaEstablished the core IMRO structure, program, and processes in collaboration with the Chief Investment Strategist. Defined all program requirements from specialist capabilities, investment tools, and technologies to defining metrics and stakeholder reporting. Recruited, hired, and developed a high performing team of analysts. Led top of house efforts with risk and investment vendors to rationalize costs and increase efficiency.
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Senior Vice President, Director Of Portfolio Risk, The Dreyfus Corporation, Bny MellonBny Mellon Jan 2000 - Nov 2006Boston, Massachusetts, United StatesAnalyzed portfolio risks using complex quantitative models to identify and review implications of investment decisions on total portfolio risk; developed and implemented a new risk function for the firm’s mutual fund complex. Worked in partnership with executive leadership to communicate a culture of investment performance accountability to Boards and Risk Committees.
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First Vice President, Manager Of Risk And Compliance, Bny MellonBny Mellon Oct 1995 - Jan 2000Boston, Ma
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Vice President, Head Of Credit Recovery, Bny MellonBny Mellon Oct 1990 - Oct 1995Boston, Ma
William J. Reilly, Cfa Skills
William J. Reilly, Cfa Education Details
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Real Estate -
Banking, Corporate, Finance, And Securities Law -
Economics And Political Science
Frequently Asked Questions about William J. Reilly, Cfa
What is William J. Reilly, Cfa's role at the current company?
William J. Reilly, Cfa's current role is Investment and Fiduciary Risk Executive.
What is William J. Reilly, Cfa's email address?
William J. Reilly, Cfa's email address is wi****@****rgo.com
What schools did William J. Reilly, Cfa attend?
William J. Reilly, Cfa attended Massachusetts Institute Of Technology, University Of Notre Dame, Boston College, Boston College.
What are some of William J. Reilly, Cfa's interests?
William J. Reilly, Cfa has interest in Civil Rights And Social Action, Children, Education.
What skills is William J. Reilly, Cfa known for?
William J. Reilly, Cfa has skills like Asset Management, Investments, Fixed Income, Equities, Hedge Funds, Capital Markets, Portfolio Management, Risk Management, Investment Management, Mutual Funds, Due Diligence, Alternative Investments.
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