Willett Bird, CFA

Willett Bird, CFA has an extensive work experience in the finance industry. Willett began their career in 1993 as an Intern for Senator Christopher J. Dodd (D-CT). In 1997, they joined FactSet Research Systems as a Sales Executive, Account Executive, Senior Consultant, and Vice President, Portfolio & Quantitative Analytics. In 2015, they moved to FIS as Regional Sales Director - Buy & Sell Side Solutions and Regional Sales Director - Asset Management. In 2020, they became Sales Director at Vidrio Financial LLC. In 2022, they took on the role of Chief Revenue Officer (CRO) at both ExtractAlpha and Estimize. At ExtractAlpha, they were responsible for providing unique, actionable alpha signals to institutional investors, while at Estimize they were responsible for building relationships, developing business partnerships, and gaining new clients.

Willett Bird, CFA attended The Buckley School in NYC from 1981 to 1990, followed by Phillips Academy from 1990 to 1993. Willett then attended Vanderbilt University from 1993 to 1994 before transferring to Georgetown University, where they obtained a BSBA in Finance & International Business in 1997. In 2009, they completed an Executive MBA from the Kellogg-HKUST joint program. In 2001, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.