William Burns
Endowments and Foundations Segment Lead and Senior Investment Consultant
- Role
- Endowments and Foundations Segment Lead and Senior Investment Consultant at Mercer
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Endowments and Foundations Segment Lead and Senior Investment Consultant
Mar 2024 — Present · King of Prussia, PA, US
Drive business growth by leading team responsible for acquiring clients with $10 million or more in assets, focusing on institutional endowments and foundation investors. Developing and expanding the Outsourced Chief Investment Officer (OCIO) and traditional advisory solutions to enhance client performance and improve organizational profitability.
Education
University of Scranton
BS
Saint Joseph's University - Erivan K. Haub School of Business
MBA
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