William Barrett
Vice President of Portfolio Management @Bentley Investment Group
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WORK HISTORY
Vice President of Portfolio Management @Bentley Investment Group
Waltham, MA, US
Lead portfolio manager for two long-only equity funds with combined $2.5M AUM- Long-only fundamental equity- Long-only ESG thematic fundamental equity
EDUCATION
Bentley University
Bachelor's degree, Economics-Finance + Computer Information Systems Dual Degree
Bentley University
Master's degree, Finance
ABOUT WILLIAM BARRETT
Senior at Bentley University double majoring in Economics-Finance and Computer Information Systems, while also completing a Master\'s in Finance degree during Undergraduate education- Experienced in asset management, equity research, and data analytics capabilities related to portfolio optimization and international finance- Student Manager of the Bentley Trading Room, the largest academic trading floor in the United States with access to Bloomberg, Factset, S&P Capital IQ, Morningstar, and Refinitiv software- Vice President of Portfolio Management for the Bentley Investment Group, a student-run, long-only equity fund with $2.5M AUM. Directly responsible for fund allocation, portfolio management, and investment operations for 7 sectors while leading institutional knowledge on equity research and financial modeling- Previous intern at value-oriented equity investment fund Colrain Capital and financial advisory firm Journey Wealth Partners- Professional research experience at MIT and Bentley University across STEM and finance topics including international hedging strategies, neurohaptics, higher education, and martian habitat construction
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