COMPANY PROFILE 

Stone Investment Partners LLC is an investment consulting firm serving both individual and institutional investors. The firm applies its expertise in designing multi-asset class portfolios using active, passive and factor (smart beta) investing to help clients reach their objectives while being cognizant of both cost and risk.

Bill Stone, CFA, CMT

Bill Stone is the chief investment officer and  president of Stone Investment Partners LLC, an investment consulting firm serving both individual and institutional investors. He applies his expertise in designing multi-asset class portfolios using active, passive and factor (smart beta) investing to help clients reach their objectives while being cognizant of both cost and risk.

Bill served as chief investment officer and a member of the executive management team for Avalon Advisors, LLC managing a $9 billion assets under management (AUM) independent registered investment advisor (RIA) firm on a day-to-day basis while growing AUM by 21% during his tenure. Under his leadership, the advisory capabilities were significantly expanded to include wealth advisory, financial planning and an investment strategy team. He established a state-of-the-art open architecture investment platform utilizing external separately managed account (SMA) model delivery, exchange traded funds (ETFs) and mutual funds to complement the internally managed investment strategies. He established and chaired a robust manager selection and due diligence process along with enhanced risk management. Bill was the portfolio manager for the top performing Avalon Liquid Alternatives strategy and the Avalon Smart Beta strategy. In addition, he started a new alternative investment platform, Avalon Investment Partners, with significant improvements for accessing illiquid alternative investments.

 

Prior to founding Stone Investment Partners, he served as PNC Asset Management Group's global chief investment strategist. Bill led a team of analysts who analyzed the factors influencing the direction of global economies and financial markets. With over $140 billion in AUM, he served as a primary driver of asset allocation and portfolio construction for both high net worth individual, family office and institutional investors.

 

Before joining PNC, he was chief investment officer at First Western Trust. He started his career on Wall Street as a financial analyst with Salomon Brothers.

 

He is a popular public speaker and has presented at numerous U.S. and international conferences. He has often appeared on U.S. and international TV and radio as well as in print media to share his keen insights into the global financial markets. His expertise has been featured on ABC, Bloomberg, Bloomberg Asia, CNBC, CNBC Asia, Fox Business, and NHK World. He has been quoted extensively in the financial press, including The Wall Street Journal, Financial Times, Bloomberg News, Barron’s, USA Today, and The New York Times.

 

He was a contributor to Forbes and co-authored “A Portfolio Strategy with Hedge Funds and Liquid Alternatives” in the  Journal of Investment Management. He can be found on social media on twitter: @ewstone.

 

He is a cum laude and honor's program graduate of the University of Dayton with a degree in finance. He earned an MBA from the University of Pittsburgh’s Katz Graduate School of Business. He holds the Chartered Financial Analyst® (CFA) and Chartered Market Technician (CMT) designations.

E-mail: Bill@StoneInvestmentPartners.com

Phone: 215-613-1118

 
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© 2020 by Stone Investment Partners LLC. This information is furnished for the use of Stone Investment Partners LLC and its clients and does not constitute the provision of investment or economic advice to any person. Persons reading this information should consult with their investment advisor regarding the appropriateness of investing in any securities or adopting any investment strategies discussed or recommended in this report. Statements regarding future prospects may not be realized. The information contained on this website was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy, timeliness, or completeness by Stone Investment Partners LLC. The information contained on this website and the opinions expressed herein are subject to change without notice. Past performance is no guarantee of future results. Neither the information on this website nor any opinion expressed herein constitutes an offer to buy or sell, nor a recommendation to buy or sell, any security or financial instrument. Stone Investment Partners LLC does not provide legal, tax, or accounting advice.