- Northwestern University, BS
- Harvard Business School, MBA
Bill is a Portfolio Manager on Zuckerman Investment Group’s investment team who sources, researches, and recommends equity and fixed income investments.
Bill has twenty one years of investment management experience. Prior to joining Zuckerman Investment Group, Bill was a Senior Equity Analyst & Co-portfolio manager at William Harris Investors and Vivaldi Capital Management. Bill has extensive experience in family office investing with WHI and Vivaldi (a joint venture with WHI), having co-managed the domestic equity assets for the Irving B. Harris extended family.
Bill received a Bachelor of Science in Industrial Engineering from Northwestern University and a Master of Business Administration from Harvard Business School. Before attending business school, Bill completed General Electric’s entry-level management development program, completing four rotational assignment in various operational roles. Bill is a CFA Charterholder.