Bill joined ASC in 2007 as a Senior Consultant in the Hunt Valley headquarters of Asset Strategy Consultants. He has spent over thirty years in the investment business working as an executive for two major investment firms in Maryland. As an investment executive and as the former Chairman and a member of two investment committees, he has worked with endowments, foundations and retirement programs on issues regarding investment policy, manager and asset class selection, alternative investments evaluation, performance monitoring and portfolio accounting systems.
Bill was an employee and later a Special Partner and Managing Director of Alex. Brown & Sons and BT Alex. Brown for over 25 years. Bill then joined Mercantile-Safe Deposit and Trust Company as Senior Vice President in their Investment Management and Trust Division. He was subsequently appointed President of Mercantile Capital Advisors, Inc, a registered investment advisor, managing over $8 billion in client assets. Bill also established the investment group’s first full time Compliance Department.
Bill is and has been active in the community:Treasurer: Valleys Planning Council
Member: Board of Directors, Union Memorial Hospital Foundation
Former Chairman: Investment Committee Episcopal Diocese of Maryland
Former Member: Investment Committee MedStar Health
Former Chairman and Board Member: Union Memorial Hospital
Former Member: National Committee The Johns Hopkins University School of Nursing
Former Chairman: The Church Home and Hospital of the City of Baltimore
Former Member: Strategic Planning and Finance Committees MedStar Health
Former Member: Executive Committee Maryland Hospital Association