Bill is a CFA® charterholder and a member of Avenue’s investment committee. Bill is Avenue’s lead equity portfolio manager, working to find the next great cash generating investment opportunity. He also looks after client relationships, with a focus on Ontario and Western Canada.
Before joining Avenue in 2004, Bill was a Portfolio Manager at Sentry Select Capital for two years. Bill spent the previous decade working at TD Asset Management progressing from trading to analyst to Portfolio Manager. Bill received his CFA designation in 1998, having graduated with a BA in economics from Dalhousie University. He is a member of the Toronto Society of Financial Analysts and the CFA Institute and sits on the investment committee of a major charitable organization.