Managing Partner of Pacenote, focused on LP coverage in Texas and Midwest U.S., based in Dallas, TX.
Board Chair of the Texas Alternative Investment Association.
Former Director for Client Development at Barrow, Hanley, Mewhinney & Strauss (BHMS).
Former Managing Director of Business Development & Client Partnerships, and Head of Consultant Relationships at Crestline Investors.
Former Vice President in Merrill Lynch’s Alternative Investment Group.
M.B.A. in Finance and Entrepreneurship from the Wharton School of Business and a B.B.A. in Finance from the University of Mary Hardin-Baylor.
Registered Representative of Pacenote Capital LLC. Licensed SIE, Series 7 and Series 63 professional.
Bill lives in Dallas with his wife, two children and their dog.