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.