ASSET CONSULTING GROUP
Bill Rorie, MBA, has over 30 years of work experience in finance and research. Bill is currently serving as Vice President/Senior Research Analyst at Asset Consulting Group since April 2019. In this role, they are responsible for designing customized investment portfolios, conducting manager due diligence, and performing ad hoc analyses.
Prior to their current position, Bill worked at Asset Consulting Group as a Senior Portfolio Analyst/Portfolio Analyst from May 2008 to March 2019. In this role, they worked with taxable and tax-exempt clients, building strong relationships and serving as a key point of contact. Bill actively participated in client meetings and conference calls, collecting and compiling data for analysis.
Before joining Asset Consulting Group, Bill worked at Wachovia Securities (A.G. Edwards & Sons, Inc.) in various roles. Bill started as a Financial Planning Associate in February 1994 and later became a Research Assistant from September 1996 to August 1998. Bill then advanced to Associate Analyst from September 1998 to April 2005 and finally worked as an Analyst from May 2005 to May 2008.
Bill's early experience includes working as a Laboratory Technician (part and full time) at Industrial Testing Laboratories from June 1986 to February 1994.
Overall, Bill Rorie has demonstrated expertise in portfolio management, research analysis, and client relations throughout their career in the finance industry.
Bill Rorie, MBA has a Master of Business Administration (MBA) with a special emphasis in Finance from Saint Louis University. Bill also holds a Bachelor of Science (BS) degree in Economics from the University of Missouri-Saint Louis, with a minor in Chemistry.
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ASSET CONSULTING GROUP
Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients. At ACG, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients. We advise to over 100 billion dollars in client assets. Our structure combines the resources of a larger firm with the flexibility of a smaller firm. Our clients include private investors, endowments, foundations, pension funds & insurance companies. Our Managing Directors have worked together at ACG for an average of 25 years, providing both consistency and continuity in our approach and process. Our senior investment professionals are highly credentialed in many disciplines including: investment management, securities trading, custody, real estate, mortgage banking and public accounting. Our team-oriented approach brings the depth of necessary resources to each individual relationship, and our clients have confidence that our recommendations are based upon significant research and experience. Investing involves risk, including the possible loss of principal.