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Bill Pekin, CFA

Bill Pekin, CFA

SVP & Portfolio Manager

Bill has been managing money for clients since joining the firm in 2001. Previously, he worked in investment banking and investment research at Credit Suisse and Donaldson, Lufkin & Jenrette (DLJ). He earned a BA from Haverford College and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA Charterholder.

Bill lives outside Chicago with his wife, two kids, and yellow Labrador. When he’s not out walking the dog, Bill enjoys running, paddle tennis, and gardening. He also serves on the Board of Trustees of the Bernard Zell Anshe Emet Day School, the Inspiration Corporation, and Temple Sukkat Shalom.

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