Bill Healy
Senior Consultant @Prime Quadrant
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WORK HISTORY
Senior Consultant @Prime Quadrant
Montreal, QC, CA
Prime Quadrant serves over 200 affluent Canadian families across the country and consults on over $21 billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us.
EDUCATION
Concordia University
B. Comm., Finance major
SOAS University of London
M. Sc., Financial Economics
ABOUT BILL HEALY
Entrepreneurial, seasoned investment professional with over 30 years experience as portfolio manager, CIO and family office executive. Breadth and depth of experience in portfolio management, asset allocation, manager selection, due diligence, ESG, risk management, relationship management as well as regulatory/compliance proficiency. Successful track record in manager selection within traditional space as well as alternatives such as hedge funds, private equity, venture capital, private debt and real-estate investment through direct or fund participation. Proven team building and leadership skills, recognized for professional integrity and exemplary ethics. Significant exposure to the use of technology for automation and support of investment operations and portfolio management.
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