- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Senior Vice President
William Kindle is a Senior Vice President and the National Director of RIA and Family Office Sales. He is responsible for marketing the firm’s convertible strategy to registered investment advisors and family offices in the US. He specializes in developing new relationships, consulting on investment and practice management, and advising on the different ways convertible strategies can be used in an asset allocation strategy.
A seasoned investment professional, Bill has over 20 years of experience working exclusively with RIAs, family offices and broker dealers. Prior to joining WIA, he held both senior sales and relationship management positions at various brokerage firms and custodians. Bill received his Bachelor of Arts degree in Finance from Hillsdale College and currently has his Series 7, 63 and 65 licenses.