Bill Stone, CFA, CMT
Bill Stone was most recently the Chief Investment Officer of Stone Investment Partners LLC, an investment firm serving both individual and institutional investors. He applied his expertise in designing multi-asset class portfolios using active, passive and factor investing to help clients reach their objectives while being cognizant of both cost and risk.
Previously, Bill was Chief Investment Officer of a large, registered investment advisor, Avalon Advisors. As a member of the executive team, he helped manage the firm on a day-to-day basis while assets under management grew 21 percent by enhancing the advisory capabilities. He established a state-of-the-art open architecture platform, alternative investment platform, due diligence process, financial planning and robust risk management at the firm.Continue reading