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Contact Us

Bill Jones, CFA

Portfolio Manager, Director

New York, NY

LET'S CONNECT

Bill is a Portfolio Manager at MAI, based out of the New York City office. Bill joined MAI in 2019 and brings with him over 40 years of industry experience.

Prior to MAI, he served as a Principal & Portfolio Manager for an affiliate of AMG for 17 years. Prior to his time there, he worked at Alliance Bernstein, where he managed pension and private accounts.

In addition to his work experience, Bill holds the Chartered Financial Analyst^® designation. He earned his Bachelor of Arts in Economics from Bucknell University and received his MBA from Northwestern.

We look forward to learning about your financial goals.

CONTACT

Our Firm

About MAI

Our Services

Individuals and Families

Advisors and Institutions

Athletes and Entertainers

Employees and Employers

Our Team

Bill Jones, CFA

LET'S CONNECT

We look forward to learning about your financial goals.