About
Bill has over thirty-four years of portfolio advisory and alternative investment experience. Prior to joining OCA Ventures, Bill spent the past fourteen years with Oaktree Capital Management, GSC Group and Calamos Asset Management advising Family Offices and Institutions on the merits of alternative investments. Before that he served as a Portfolio Manager for twenty years with Deutsche Bank Alex. Brown, Wells Fargo Advisors and BNY Mellon. He has been a panelist and spoken at Family Office Conferences and Forums and organized “best practice roundtables” nationwide. He began his investment career with Kidder, Peabody & Company, upon completing his graduate studies in 1981. Bill received a Bachelor of Arts degree in Business Administration from Westminster College, concentrating in Accounting, and an M.B.A from Miami University. Bill is a Western Pennsylvania native, with two grown children and resides in Hinsdale, IL.
Investment Focus
- Location
- Chicago, US
Contact Information
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