Forrest Badgley

About Forrest Badgley

Over 25 years of industry experience managing global equity portfolios across sectors and geographies (Developed + EM). Strong track record of generating above benchmark returns for institutional and HNW clients (Top Quartile/Decile 10 years+) in global equity mandates relative to peer group, combining quantitative portfolio construction with fundamental security selection.

Experience

1. Portfolio Manager Wealth Advisor

   William Blair

   Dec 2024 — Present · Chicago, IL, US

   Design and manage customized investment portfolios for high-net-worth individuals, families, and trusts, aligning strategies with clients’ financial goals, risk tolerance, and tax considerations.• Expertise in analyzing global market trends, economic indicators, and stock specific fundamentals, ensuring proactive portfolio adjustments in dynamic environments.• Partner closely with analyst team to identify high-quality investment candidates, leveraging in-depth research and quantitative analysis to achieve above market index portfolio performance for HNW clients.• Translate complex portfolio analytics and market trends into clear, actionable insights for clients, fostering transparency and strengthening long-term partnerships.

Education

• Dartmouth College

  B.A.

• Northwestern University - Kellogg School of Management

  Master of Business Administration - MBA

Skills

• Alternative Investments
• Hedge Funds
• Equities
• Financial Analysis
• Investment Management
• Financial Markets
• Equity Research Analysis
• Asset Allocation
• Securities
• Trading
• Asset Management
• Portfolio Management
• Equity Research
• Capital Markets
• Fixed Income
• Bloomberg
• Data Analysis
• Javascript
• Python
• Sql