Managing Director, was with the United States Steel and Carnegie Pension Fund for 10 years before joining John W. Bristol & Co. in 1982. Before that, he was an analyst at Citibank. Bill graduated Phi Beta Kappa and Summa Cum Laude from Lehigh University. He received an MBA from the University of Michigan and is a CFA charterholder. Bill helps coordinate the research effort. He also has analytical responsibilities in the areas of beverages; construction materials; distribution services; electrical components and equipment; fixed income; healthcare services; semiconductors, and semiconductor capital equipment; specialty retailing; and tobacco.