William E. Jacques, CFA is a Partner, Executive Vice President, Chief Investment Officer, and a member of the Management Committee. Bill heads the Investment Team, overseeing portfolio management, investment research and trading. Prior to founding the firm, Bill was a Trustee and Vice President of Batterymarch Financial Management, where he was involved in quantitative research and portfolio management as an investment strategist. Before joining Batterymarch, he was a Vice President of JPMorgan Asset Management where he began his career as a research analyst in 1976.
Bill graduated from Lafayette College with a B.A. in mathematics and economics. He earned an M.B.A. in finance at the Wharton School. He is a CFA charterholder and a member of the New York Society of Security Analysts.