William Marr
Head of Business Growth
Bill leads business development for Welton’s multi-channel, multi-geography strategy to meet increased investor demand as newer segments seek to add alternatives to their portfolios.
In previous roles he led due diligence and allocated to Hedge Funds and CTAs, including as Global Head of Hedge Fund Research at Merrill Lynch Wealth Management. Bill also headed Alternative Investments at Zurich-based Bank Julius Baer and Boston-based State Street Global Advisors. Most recently he founded and managed Granite Street Capital, a consultancy focused on developing and implementing growth strategies for alternative investment managers. Bill holds a BA from Bowdoin College.
News and Insights from William Marr
Talking Hedge | Austin, TX
Join us on May 20 for Dr. Oren Rosen's panel, "Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies," featuring representatives from Aksia, One River Asset Mgmt, AFBI, and Middlemark Partners.
5 Things Every RIA Needs To Know About Investing In Alternatives
For many wealth advisors, the idea of adding alternatives can be overwhelming. It’s unfamiliar terrain, so where to start? To help, our own Bill Marr drew on his decades of alternatives experience to author the following piece for Financial Advisor Magazine.
Southeast RIA Summit | Atlanta, GA
Join us on November 28 for William Marr's panel, "Market Outlooks and Opportunities" (CFP), featuring representatives from Balentine, Cerity Partners, Hamilton Capital Partners, and NovaPoint Capital.