is a senior analyst with
Celent’s Wealth Management practice. His research centers on technology
strategy and innovation in the securities, wealth management and
banking industries. He has particular expertise on automated advice
delivery, data analytics and segmentation, retirement investments, the
use of digital tools and wealth management platform technology. Within
the wealth management arena, his interests include financial planning,
investment advisory, retail brokerage, and trust.
on the robo advisory business, William has been widely quoted in
publications such as Bloomberg, CNBC, Financial Times, New York Times,
and the Wall Street Journal. He is also a frequent speaker at industry
conferences and keynotes client gatherings.
Prior to joining
Celent, William was head of product and segment development for
affluent and high net worth customers within BBVA Compass, as well as a
member of the BBVA Group’s global Private Banking management team.
Earlier responsibilities during his 10-year tenure included national
leadership positions in the communications, planning, and investments
areas. Previously, William worked in a marketing capacity for
boutique investment management firm with interests in Latin America.
holds an AB from Harvard College and a MSc from the Norwegian School of
Management in Oslo. He is fluent in Spanish, German, French, and