Bill Landes
Chief Investment Officer at Bonsai Advisors and Partner Convergency Partners
- Role
- Chief Investment Officer at Bonsai
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Chief Investment Officer
Jan 2024 — Present
Bonsai is a financial planning and investment management firm that brings the discipline of asset-liability management (ALM) to personal financial planning.
Education
University of Cincinnati Carl H. Lindner College of Business
Ph.D., Finance
1976 — 1981
The University of Findlay
Bachelor of Arts - BA, Economics and Accounting
University of Cincinnati Carl H. Lindner College of Business
Master of Arts - MA, Economics and Finance
Skills
- Securities
- Currency
- Asset Management
- Hedge Funds
- Alternative Investments
- Equities
- Investments
- Fixed Income
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Management
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