Head of Wealth Management
New York, United States


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.

Latest insights

View all insights

Related events

  • 6 - 9 May 2019
    Will Trout will be a Keynote at this year’s Fiserv Forum 2019 on 5/6/2019. Forum 2019 is the premier fintech conference that brings together the…
  • 3 April 2019
    Chicago, IL
    Will Trout will be a Keynote on at this year’s Online Broker Summit on 4/3/2019. The Online Broker Summit brings together leaders and experts of…
  • 21 March 2019
    New York
    Will Trout will be attending this year’s 4th New York Family Office Fintech Summit 2019 on 3/21/2019. The adoption of cutting-edge technology is…
  • 19 November 2018 08:30 - 12:00 AST (07:30 EST, 12:30 GMT, 13:30 CET)
    120 Bremner, Suite 800, Toronto M57 0A8, Canada
    Overview Join us for this exclusive, invitation-only event.Senior executives from leading financial institutions will discuss the emerging impact…
View all events

Related news

View all news articles