Will's research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.
An authority on the robo advisory business, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. He is also a frequent speaker at industry conferences and keynotes client gatherings.
Prior to joining Celent, William was head of product and segment development for affluent and high net worth customers within BBVA Compass, as well as a member of the BBVA Group’s global Private Banking management team. Earlier responsibilities during his 10-year tenure included national leadership positions in the communications, planning, and investments areas. Previously, William worked in a marketing capacity for a boutique investment management firm with interests in Latin America.
William holds an AB from Harvard College and a MSc from the Norwegian School of Management in Oslo. He is fluent in Spanish, German, French, and English.
July 11 2017Regulators are just now starting to leaven their enthusiasm for robo advisory solutions with questions around core assumptions. How robust are th…
June 07 2017Firms are investing in desktop technology as a way to boost efficiency and drive client retention and cross-sales. Celent has released a new repo…
April 16 2017B2B robo advice platforms, particularly “robo in a box” solutions, are reshaping the way investments advice can be delivered in the UK. Celent ha…
March 29 2017
Today, the line between robo advice and managed account technology is blurring. Celent has released a new report titled Robo UMA: Automated Advic…