Bill Stone Email & Phone Number
Chief Investment Officer and Managing Principal @ The Glenview Trust Company
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Bill Stone Location
- Louisville, KY, US
Bill Stone Work
- 2025 - now Vistage Member @
- 2021 - now Chief Investment Officer and Managing Principal @
- 2021 - now Forbes Contributor @
- 2018 - 2021 Chief Investment Officer and President @ Stone Investment Partners LLC
- 2019 - 2020 Chief Investment Officer and Managing Director @ Avalon Investment & Advisory
- 2018 - 2019 Co-Chief Investment Officer and Managing Director @ Avalon Investment & Advisory
- 2007 - 2018 Global Chief Investment Strategist and Executive Vice President @
- 2000 - 2007 Regional Chief Investment Officer and Senior Vice President @
- 1998 - 2000 Chief Investment Officer @ First Western Trust
- 1996 - 1998 Regional Institutional Sales @ Gruntal & Co., LLC
- 1994 - 1996 Regional Institutional Sales @
- 1991 - 1994 Financial Analyst @ Salomon Brothers
Bill Stone Education
- University of Pittsburgh Katz Graduate School of Business
Master of Business Administration
2001 - 2003 - University of Dayton
Bachelor of Science (Finance)
1987 - 1991
Bill Stone Skills
- Investments
- Asset Allocation
- Alternative Investments
- Portfolio Management
- Wealth Management
- Finance
- Asset Management
- Investment Strategies
- Fixed Income
- Equities
- Mutual Funds
- Asset Managment
- Investment Management
- Investment Advisory
- Financial Analysis
- Hedge Funds
- Series 7
- Financial Services
- Financial Markets
- Securities
- Financial Modeling
- Capital Markets
- Risk Management
- Valuation
- Broadcast Television
- Cable Television
- Radio Host
- Public Speaking
- Corporate Communications
- Published Author
- Bloomberg
- Etfs
- Separately Managed Accounts
- Unified Managed Accounts
- Uma
- Sma
- Institutional Accounts
- Index Funds
- Global Tactical Asset Allocation
- Risk Budgeting
- Ldi
- Manager Selection
Bill Stone Summary
- Bill Stone, based in Louisville, KY, US, is currently a Chief Investment Officer and Managing Principal at The Glenview Trust Company. Bill Stone brings experience from previous roles at Vistage Worldwide, Inc., Forbes, Stone Investment Partners LLC and Avalon Investment & Advisory. Bill Stone holds a 2001 - 2003 Master of Business Administration @ University of Pittsburgh Katz Graduate School of Business. With a robust skill set that includes Investments, Asset Allocation, Alternative Investments, Portfolio Management, Wealth Management and more. Bill Stone has 2 emails and 7 mobile phone numbers on RocketReach.
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