Bill Stone Cfa, Cmt (石比尔)

Bill Stone, CFA, CMT (石比尔) has extensive experience in investment management and advisory roles. Bill is currently serving as the Chief Investment Officer & Managing Principal at The Glenview Trust Company since January 2021. Additionally, they are a Forbes Contributor, starting in July 2021.

Prior to their current roles, Stone held the position of Chief Investment Officer and President at Stone Investment Partners LLC from February 2018 to January 2021. At Stone Investment Partners, they led an investment strategy and research firm, catering to individual and institutional investors. During this time, they designed investment portfolios for clients with varying risk tolerances and provided insightful investment information through publications, interviews, speaking engagements, and media appearances.

From January 2019 to April 2020, they served as the Chief Investment Officer and Managing Director at Avalon Investment & Advisory. In this role, Stone was a key member of the executive management team of a $9 billion assets under management (AUM) independent registered investment adviser (RIA) firm. Bill significantly contributed to the growth of the company by improving its advisory capabilities, resulting in a 21% increase in AUM. Bill also established a state-of-the-art open architecture investment platform utilizing various investment strategies.

Stone's career also includes positions at PNC, where they worked from 2000 to 2018. Notably, they served as the Global Chief Investment Strategist and Executive Vice President of PNC Asset Management Group from October 2007 to February 2018. In this role, they led the investment policy committee, managing over $140 billion in discretionary assets for high net worth, family office, and institutional clients. Stone was also a media spokesperson for the company, with regular appearances on major financial news channels.

Prior to PNC, Stone held positions at First Western Trust, Gruntal & Co., LLC, Smith Barney, and Salomon Brothers, where they gained experience in sales and financial analysis.

Overall, Bill Stone, CFA, CMT (石比尔) has a successful career in finance, holding key leadership roles and demonstrating expertise in investment strategy, portfolio management, and providing valuable investment insights through media channels.

Bill Stone, CFA, CMT (石比尔) completed their education with a Bachelor of Science (B.S.) degree in Finance from the University of Dayton, where they studied from 1987 to 1991. Bill then pursued further education at the University of Pittsburgh Katz Graduate School of Business, where they obtained a Master of Business Administration (MBA) degree from 2001 to 2003. Alongside their educational background, Bill Stone has also obtained several certifications, including the Charter Financial Analyst (CFA) certification from the CFA Institute and the Chartered Market Technician (CMT) certification from the CMT Association, Inc. Additionally, they have been recognized for their continuous professional development through the CFA Institute CE Program 10 Year Milestone. However, the specific months and years when they obtained these certifications are not provided.