U.S. Bank
William Northey, CFA, has extensive experience in wealth management, holding various senior leadership roles at U.S. Bank since December 2000, including Senior Investment Director and Chief Investment Officer for Wealth Management. Prior positions include Regional Investment Manager and Managing Director in the Private Client Group and Senior Portfolio Manager in Private Asset Management. Before U.S. Bank, William served as an Equity Analyst at the Montana Board of Investments and worked as a Controller at Montana Transfer Company from 1994 to 1998. Educational qualifications include an MBA in Business Administration and a B.S. in Accounting/Finance from the University of Montana, as well as the Chartered Financial Analyst designation from the CFA Institute.
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U.S. Bank
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U.S. Bancorp is a diversified financial services holding company, headquartered in Minneapolis, Minnesota. It is the parent company of U.S. Bank, the fifth largest commercial bank in the United States based on assets, with $283 billion in assets.