Bill Jones, CFA

Portfolio Manager, Director

New York, NY

LET'S CONNECT

Designations

  • Charted Financial Analyst® designation

 

Work Experience

  • Joined MAI in 2019, bringing over 40 years of industry experience
  • Served as a Principal & Portfolio Manager for J.M. Hartwell for 17 years
  • Worked at Alliance Bernstein, where he managed pension and private accounts

 

Education

  • Bucknell University, BA in Economics
  • Northwestern, MBA

We look forward to learning about your financial goals.

CONTACT