Bill Stewart, CFA, CIMA
Director, Institutional Relationships
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Bill joined Wespath in September 2016. As the director of Institutional Relationships, he is responsible for maintaining and growing relationships with institutional investors, including foundations, higher education institutions, health care organizations, church agencies, and others. Bill was most recently a managing director at PNC Capital Advisors, where he served as the senior client portfolio manager for multiple equity investment teams. Prior to that, Bill served as the vice president and director of Investor Relations for Mercy Investment Services, Inc., the socially responsible asset management program for the Sisters of Mercy and its ministries. Bill has also held senior leadership roles in institutional investments with Invesco, Ltd., National Asset Management, Wachovia Securities, Inc., and EF Hutton. Bill received a bachelor’s degree in finance from Auburn University’s Harbert College of Business and a bachelor’s degree in psychology from Auburn University. Bill is a CFA charterholder and has earned the Certified Investment Management Analyst (CIMA) designation. Additionally, he is an Emeritus member of the Dean's Advisory Council at The Raymond J. Harbert College of Business at Auburn University.
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