Senior Analyst
New York, United States

Biography

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.

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  • 13 July 2018
    Chicago, United States
    Will Trout will be a Session Speaker on From Data Swamp to Smart Data at this year’s MDM & Data Governance on 7/13/2018. Data management has eme…
  • 11 July 2018
    New York, United States
    Will Trout will be a Panelist on Vendor Strategy Field Report at this year’s In|Vest on 7/11/2018. Ready for the unvarnished view of which vendo…
  • 19 June 2018 14:00 - 18:00 BST (09:00 EDT, 15:00 CEST)
    55 Baker Street, London, United Kingdom
    Overview This exclusive, invitation-only event will allow senior leaders from leading financial firms to discuss the latest trends, developments…
  • 8 - 10 June 2018
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    Join Celent at this year's Digital Banking Conference in Austin, Texas on June 6-8, 2018. Digital banking 2018 brings together over 1200+ senior…
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