William Trout

William Trout

Director, Wealth Management

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.

An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings.

Prior to joining Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

Latest Insights

April, 2023
Javelin Report
The Relationship-Building Power of Digital Tax Platforms

Adoption of digital tax filing continues to grow, with the vast majority of U.S. returns submitted electronically. Digital tax preparation and filing remains a highly fragmented ma...

March, 2023
Javelin Report
Tax-Managed Portfolio Transitions in Direct Indexing

Tax-managed portfolio transition strategies offer a good cultural fit for the advisor and lend themselves to range of use cases. Transition strategies will often form the centerpie...

February, 2023
Javelin Report
Direct Indexing: Strategy for Asset Managers

The rise of direct indexing has energized manufacturing and distribution. Increasingly, however, the industry center of gravity has tipped from the asset manager (or manufacturer) ...


May 31, 2022 | 08:00 AM to 05:00 AM (PST)
Wealth Management EDGE will feature the wealth management industry’s two most powerful investment an...
May, 2021
Join Will Trout, Director of Wealth Management at Javelin Strategy & Research as he discusses how ha...
December, 2020
Learn how they have approached the business challenges posed by the pandemic and some of the initiat...

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