Bill Stone
Chief Investment Officer bij The Glenview Trust Co.
Profiel
Mr. Eugene W.
Stone is a Chief Investment Officer at The Glenview Trust Co.
Mr. Stone was most recently the Chief Investment Officer of Stone Investment Partners LLC.
Previously, he was Chief Investment Officer of a large, registered investment advisor, Avalon Advisors.
As a member of the executive team, he helped manage the firm on a day-to-day basis while assets under management grew 21 percent by enhancing the advisory capabilities.
He established a state-of-the-art open architecture platform, alternative investment platform, due diligence process, financial planning and robust risk management at the firm.
He served as PNC Asset Management Group's global Chief Investment Strategist.
He led a team of analysts who analyzed the factors influencing the direction of global economies and financial markets.
With over $140 billion in assets under management, he served as a primary driver of asset allocation and model portfolio construction for high net worth individual, family office and institutional investors.
Before joining PNC, he was Chief Investment Officer at First Western Trust.
He started his career on Wall Street as a financial analyst with Salomon Brothers.
He is a cum laude and honor's program graduate of the University of Dayton with a degree in finance.
He earned an MBA from the University of Pittsburgh’s Katz Graduate School of Business.
He holds the Chartered Financial Analyst and Chartered Market Technician designations.
Actieve functies van Bill Stone
| Bedrijven | Functie | Begin |
|---|---|---|
The Glenview Trust Co.
 The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | Chief Investment Officer | 01-01-2021 |
Eerdere bekende functies van Bill Stone
| Bedrijven | Functie | Einde |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Chief Investment Officer | 01-01-2021 |
First Western Trust Bank
 First Western Trust Bank Investment ManagersFinance First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. | Corporate Officer/Principal | - |
| Salomon Brothers | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Lid van de Investeringscommissie | - |
Opleiding van Bill Stone
| University of Dayton | Undergraduate Degree |
| University of Pittsburgh | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
| Salomon Brothers | Finance |
| Smith Barney & Co., Inc. | Finance |
First Western Trust Bank
First Western Trust Bank Investment ManagersFinance First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. | Finance |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
The Glenview Trust Co.
The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | Finance |
