Bill heads the Business Development Team at Ivy Asset Group. He works closely with our existing institutional and accredited individual partners. He also is responsible for introducing new investors to Ivy’s credit platform.
Prior to joining Ivy, Bill served as Director/Manager for Citi’s southeast institutional equity desk, servicing multi-cap US and global asset managers while cross-selling Citi’s full suite of institutional equity products. Clients included institutional equity managers ranging from $100MM to $100B in AUM. After his tenure at Citi, Bill was an Executive Director for J.P. Morgan and led the southeast middle market institutional equity desk. Clients primarily consisted of hedge funds and asset managers with AUM less than $1B.
Bill is a graduate of the University of North Carolina at Chapel Hill with a B.A. degree in Economics. He also earned his MBA from Georgia State University’s J. Mack Robinson College of Business with a concentration in Finance.