Press Release: Bill Stewart joins Wespath Investment Management

November 9, 2016


For Immediate Release

Contact: Colette Nies, Managing Director, Communications
(847) 866-4296 or

Glenview, IL—Wespath Benefits and Investments’ Investment Management division today announced William (“Bill”) Stewart has joined the agency as director of institutional relationships and a member of its five-member Institutional Investment Services team.

In his role, Mr. Stewart will maintain and grow relationships with institutional investors, including foundations, higher education institutions, health care organizations, church agencies, and others. His geographic focus will include the Southeast, South Central, and Western regions of the United States.

Most recently, he served as managing director for PNC Capital Advisors, the senior client portfolio manager for multiple equity investment teams. Prior to that, he 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. He has also held senior leadership roles in institutional investments with Invesco, Ltd., National Asset Management, Wachovia Securities, Inc., and EF Hutton.

He reports to Derek Casteel, managing director of the Institutional Investment Services department. Institutional clients represent approximately $3 billion of Wespath’s total assets under management.


About Wespath Benefits and Investments
Wespath Benefits and Investments (Wespath) is a not-for-profit administrative agency of The United Methodist Church, with Church-authorized fiduciary responsibility for the benefit plans it administers and the assets it invests.

Prudent investment management decisions are an ongoing, long-term priority, supporting benefit plans for over 100,000 participants and approximately $21 billion in assets managed on their behalf, and for many United Methodist-affiliated endowments, foundations and other institutions. This fiduciary obligation reflects the stated values of the Church and helps ensure financial, environmental and social sustainability across all investments.

Wespath is the largest reporting faith-based pension fund and among the top 100 pension funds in the United States. As a sustainable investor, Wespath is committed to active ownership through corporate and public policy engagement, proxy voting and the management of excessive sustainability risk. Through its Positive Social Purpose Lending program, Wespath invests in affordable housing, community development and expanded loan opportunities for disadvantaged communities worldwide.



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