William H. Apfel, CFA

William H. Apfel, CFA2019-05-29T14:56:56-04:00

William H. Apfel, CFA

Executive Managing Director

Bill is the firm’s Chief Investment Officer. He is a Portfolio Manager on the Balanced, Large Cap Core, Large Cap Value, and International Large Cap strategies, and manages portfolios for institutional and private wealth clients. He is Chair of the Investment and Investment Policy Committees, and serves on the Portfolio Strategy, Audit & Risk, and ESG Research & Engagement Committees. As Executive Managing Director, he shares overall responsibility for the day-to-day management of the firm.

Bill began his career in 1984 and joined the firm in 1989. He became a Managing Director when the company restructured as an employee-owned business in 2004 and Executive Managing Director in 2017. He earned a BA from Binghamton University, MA from Georgetown University, and PhD from Brown University, and was a Fulbright Scholar. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.