|
|
||||||||
|
|
|
|||||||
|
Integrated Portfolio Solutions
Alternative Investment
|
William D. Worsley, CFA Partner, Equity Investments
Mr. Worsley focuses primarily on U.S. equities and tax policy. Before joining Strategic, Mr. Worsley was head of the Public Markets Group at BellSouth Trust Asset Management. He was also a Manager of the Global Financial Planning Group at BellSouth Treasury Department, and a Senior Financial Analyst (Mergers and Acquisitions) at Manor Care, Inc. In Mr. Worsley’s prior career as a journalist, he was a Senior Text Editor at Time-Life Books, where he wrote and edited articles for 30 books on a variety of popular topics. He holds an M.B.A. in Finance, and an M.A. and B.A. in English from the University of Virginia. Mr. Worsley is a member of the CFA Institute and the CFA Society of Washington, D.C. He has completed the Series 65 securities examination. |
|||||||
|
||||||||
|
Strategic Investment Group Home | Portfolio Management Solutions | Asset Allocation | Contact Strategic Investment Group
© Copyright 2012. All Rights reserved. ® A registered service mark for affiliated investment managers: Strategic Investment Partners, Inc.; Strategic Investment Management, L.P. Nothing on this site should be considered a solicitation to buy or an offer to sell shares of any Strategic product in any jurisdiction where the offer or solicitation would be unlawful under the securities law of such jurisdiction. |