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Bill is a driven and accomplished professional with extensive experience in investment operations, accounting, and portfolio research and reporting. He joined Ewing Morris & Co. Investment Partners in August 2021, where he leads these functions and supports the company’s mission to deliver exceptional results to clients.

Prior to his current role, Bill served as a Reporting Analyst at Invesco Canada, where he provided crucial support in reviewing financials for mutual funds and ETFs. He also spent five years as a Senior Operation Analyst at Citco (Canada) Inc., where he gained valuable experience in processing complex financial activities. Bill graduated with an MBA degree from the prestigious University of Toronto – Rotman School of Management in June 2023. He holds a Bachelor’s Degree in Finance from Saint Mary’s University in Halifax. In addition to his academic achievements, Bill is an alumnus of the Rotman Asset Management Association, where he previously served as VP of the Professional Program. He also maintains a close relationship with the UofT Rotman associations and serves as the main point of contact between Ewing Morris and the university.