Head of Wealth Management
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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Related events

  • 19 September 2019
    Webinar: 8:00 AM San Francisco | 11:00 AM New York | 4:00 PM London, United States
    The hybrid digital advice platform offers wealth managers a means of breaking the trade off between personalization and scale. Building the plat…
  • 18 June 2019
    Webinar: 8:00 AM San Francisco | 11:00 AM New York | 4:00 PM London, United States
    Incomplete and poorly integrated workflow processes constitute a fundamental barrier to advisor productivity. The optimization of these processe…
  • 12 June 2019
    William Trout will be a Session Speaker at this year’s BNY Mellon/Pershing INSITE on 6/13/2019. INSITE is the essential event for the financial…
  • 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…
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