William Porter

William (Bill) Porter currently serves as a Senior Relationship Manager at Polen Capital since 2019 and is an Advisory Board Member at Compass Working Capital, a nonprofit aimed at empowering low-income families through financial coaching and savings programs. Additionally, Porter is a Senior Advisor on the Global Advisory Board of The IC Research Institute, providing strategic insights on business development and relationship management. Previously, Porter had an extensive tenure at Amundi Pioneer from 2008 to 2017 as Senior Vice President, overseeing institutional distribution for North America and managing consultant relations. Prior experience includes roles at State Street Global Advisors and Scudder Investments, where Porter focused on client portfolio management, consultant relations, and financial education. Porter holds a Bachelor of Arts in Government and History from St. Lawrence University and an MBA with a concentration in Marketing from the D'Amore-McKim School of Business at Northeastern University.