Bill is a Partner with Aon based in Chicago, IL. Bill has over 18 years of investment management and operational procedures experience with DC plans. His Aon clients have combined retirement assets of over $400 billion and over 60 million participant lives.
Bill is the head of Aon’s North America Qualified Default Investment Alternative (QDIA) Research & Custom DC Solutions Team. Bill has recently authored two white papers titled, “Customize DC Investments for Participant Success” and “How 403(b) Plans are Wasting Nearly $10 Billion Annually, and What Can Be Done to Fix It,” and blog articles, “As the DB Door Closes, the DC Retirement Income Door Opens,” “PPA 2006: A Rising Tide Lifting Driverless Boats,” “Change the TDF Debate from ‘To vs. Through’ to ‘Stay vs. Leave,’” “Why Retirement Models are Perfect, While People are Not,” and, “No Such Thing as a Passive TDF.” His recent Aon publications have provided him with the opportunity to be quoted in Bloomberg News as well as Pensions & Investments. He was also recently cited in, “Successful Defined Contribution Investment Design: How to Align Target-Date, Core and Income Strategies to the PRICE of Retirement” by Wiley Finance.
Prior to joining Aon, Bill was the Director of Client Relation Services for the University of California (UC) Regents’ Office of the Chief Investment Officer (OCIO). His responsibility within UC’s OCIO included overseeing UC’s $20 billion defined contribution program’s investments, which included overseeing and managing a $5 billion custom target date fund series and multi asset funds which included private equity. While at the University, he helped lead it to recognition by many notable retirement industry agencies, as a finalist for the 2014 Defined Contribution Plan Innovator of the Year by Chief Investment Officer magazine as well as a 2013 Plan Sponsor of the Year Finalist by PLANSPONSOR magazine.
Bill has been a Pension & Investments Eddy Award Judge, DCIIA/P&I Innovator Award Judge, Eddy Award Winner, DC West Advisory Board member, DC West speaker, and 2016, 2017, and 2018 401(k)/403(b) Investment Summit Chair. He has also been a speaker at various Institutional Investor DC conferences.
Bill holds a B.S. in Management from Rensselaer Polytechnic Institute and a M.B.A. in Corporate Finance from the University of California, Irvine. Bill holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Society of Chicago. Bill is a Senior Professional in Human Resources (SPHR) and is currently a candidate for the Chartered Financial Analyst (CFA) designation.