Head of West Coast
Bill joined KraneShares to expand the firm’s partnerships with financial advisors, broker/dealers, and institutions across the west coast. Bill brings KraneShares’ solutions and expertise in both exchange traded funds and the Chinese investment landscape to investors throughout the western states.
Bill has spent his career helping financial professionals build portfolios to solve the needs of their clients through retirement planning and asset allocation assistance. His expertise spans client education, portfolio construction, exchange traded products, business management, and retirement solutions.
Prior to joining KraneShares, Bill worked in Business Development and Financial Advisor Consulting at BlackRock, with a focus on ETFs and Portfolio Construction. He brings a wealth of knowledge to the firm surrounding the exchange traded fund landscape and wealth advisory community on the west coast.
Bill has a deep passion for helping clients achieve their investment goals through education and relationship management. He received his Bachelors in Science from Duquesne University, with a focus on Finance & Investment Management.