Designations and Licenses

Bill holds the Chartered Financial Analyst^® designation.

Experience and Education

As the chief economist of Mariner, Bill drives the economic and capital markets outlook for the firm and supports the investment team with tactical asset allocation decisions. His capital markets and investment experience spans nearly 40 years.

Prior to joining the firm, he was chief investment officer and president of Scout Investments, where he was directly responsible for the Scout Investments Global Equity investment process. Bill started with Scout’s parent company, UMB, in 1999. During his time with UMB, he was the chief investment officer of UMB Bank and was responsible for all UMB portfolio managers. He also served as chairman of the UMB Asset Allocation and Large Cap Equity Strategy Committees. Before joining UMB, Bill worked for Northern Trust Company in Chicago.

Bill has a bachelor’s degree in economics and finance from Washburn University in Topeka, Kansas. He is a member of the CFA Institute and the Kansas City CFA Society.

Accolades

As the firm’s chief economist and spokesperson, Bill is sought after for his expertise and has appeared on hundreds of local and national business news outlets. He has also been featured in respected financial publications, such as Barron’s, The Wall Street Journal and BusinessWeek.

He is an Alumni Fellow and Honorary Doctor of Commerce, Washburn University.

Personal Interests

Bill is a former trustee and board member of the Washburn University Foundation.