Bill Rorie

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.