Associate Director, Private Markets & Partner
William joined Angeles Investment Advisors in 2014 and is a partner of the firm. He is responsible for conducting research in private capital and real asset strategies. Previously, William conducted manager research in public equity and fixed income, working with the Angeles Investment Committee to monitor and add to the firm’s approved list of investment manager products. Prior to Angeles, William worked seven years in wealth management roles that assisted independent financial professionals with building client relationships by offering a broad range of investment solutions. William received his M.B.A. from the Marshall School of Business at the University of Southern California, and graduated with dual bachelor’s degrees in Economics and Political Science from the University of California, San Diego. William is a Chartered Financial Analyst® Charterholder as well as a member of the CFA Institute and the CFA Society of Los Angeles.