William Connolly

William Connolly, CFA has a strong and diverse work experience in the financial industry. William currently holds the position of Head of Global Distribution at Boston Partners Global Investors, Inc. where they are responsible for managing partnerships and expanding the firm's reach in various markets. Prior to this, they served as a Bain External Advisor at Bain & Company, providing strategic guidance to clients in the private equity, wealth management, asset management, insurance, and fintech sectors.

William also worked as an Operating Partner at Atlas Merchant Capital LLC, a global investment firm focused on debt and equity investments in financial services and credit markets. In this role, they contributed their expertise to build long-term value for investors.

Before joining Atlas Merchant Capital LLC, William had a long tenure at Putnam Investments, where they held multiple leadership positions including National Sales Manager, President, Putnam Retail Management, and Head of Global Distribution. William played a key role in driving sales growth, restructuring operations, and managing crisis situations. William was also instrumental in product innovation and navigating the complex landscape of international protocols and regulatory changes.

Earlier in their career, William worked at Merrill Lynch, where they held various roles including Managing Director, Head of Boston Fixed Income Group, and Head of Relationship Management Team. William demonstrated excellence in client relationship management, product development, team development, and external relationship management.

Overall, William Connolly, CFA's work experience reflects their expertise in global distribution, strategic advisory, investment management, and leadership roles across different organizations in the financial industry.

William Connolly, CFA has a Master of Business Administration (M.B.A.) degree from The Tuck School of Business at Dartmouth. Prior to that, they obtained a Bachelor of Arts (B.A.) degree from Dartmouth College. The specific fields of study for both degrees are not mentioned.