Senior Vice President, Portfolio Manager, Essex Investment Management, LLC
Bill is a Portfolio Manager on the Essex Global Environmental Opportunities Strategy (GEOS). Bill directs environmental investment policy and research for Essex, and is on the Investment and Proxy Voting Committees. Prior to joining Essex in 2009, he spent eleven years at State Street Global Advisors (SSgA), most recently as Lead Portfolio Manager for GEOS and Head of the Environmental, Social and Governance (ESG) investment team. Bill developed GEOS over a four year period at SSgA, and was a member of the Global Fundamental Strategies group.
Prior to SSgA, Bill worked in product management for Wellington Management Company, LLC. Before Wellington, he worked for Fidelity Investments in asset allocation. Bill has lectured extensively on environmental investing at global investment conferences and academic institutions. During business school, Bill worked on socially responsible investment research at KLD Research & Analytics.
Bill is on the Advisory Board of the Journal of Environmental Investment, a peer-reviewed, open-access journal that publishes original research at the intersection of the environment and investing. He earned a Bachelors degree in Economics from Boston University and an MBA from the F.W. Olin School of Business at Babson College.