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.
March 16 2018The question today is not so much how data can be sourced, but how it can be managed to generate insights, inform organizational strategy, and re…
January 11 2018Simplification of complexity allows the advisor to chart for clients the difference between investment and withdrawal strategies. He positions hi…
November 29 2017B2B technology platforms allow wealth managers to jumpstart their digital advice capabilities and empower their time-starved advisors. Next-gener…
October 10 2017Dilapidated technology architecture and heightened client service demands have spurred a need for advisor-friendly tools. Where is the one-stop d…