William So

WORK HISTORY

EDUCATION

SKILLS

ABOUT WILLIAM SO

Having worked with clients in different parts of the world across the capital markets, I bring a truly international perspective to the institutional brokerage space. I am more of a listener than a speaker. I’ve seen firsthand that while the markets are global, the challenges firms face are often deeply personal. Most institutional leaders I speak with—from portfolio managers, hedge fund managers, and family offices to prop firms and banks/brokers—are dealing with the friction of fragmentation. They are often juggling multiple custodians and fragmented systems that create extra work and stall their momentum. Ultimately, I’ve found that many clients are hesitant to grow more quickly until they are confident their processes can truly scale at a low cost. My role at Interactive Brokers is to bridge that gap. I don\'t just provide a platform; I provide a partnership. Beyond the technology, I connect you to the various IBKR teams and my own network of contacts to ensure your specific needs are met with the right expertise. I believe the only way to truly help a client is to step into their shoes. By listening first, I can better understand your firm’s unique workflows and goals. From there, I guide you through the entire process—from initial discovery to execution—ensuring you have a dedicated partner at every step. What I bring to the table: • Global Market Expertise: Utilizing an international lens to help you navigate trading global stocks, ETFs, futures, options, bonds, and currencies through a single gateway. • End-to-End Guidance: Serving as your direct point of contact to ensure a seamless transition and onboarding for your brokerage and custody services. • Operational Efficiency: Helping firms utilize institutional-grade technology to reduce overhead and stay competitive in a 24-hour market. Whether you are looking to optimize your current setup or expand into new asset classes, I’m here to help you navigate the path forward. On a personal note: Outside of the office, I\'m usually enjoying the BC outdoors with my family—skiing or snowboarding in the winter and camping in the summer months (rain or shine!). Let\'s start the conversation: Email: w•••@ibkr.com Office:(60••••••19