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

September, 2022
Javelin Report
CRM and the Battle for RIA Market Share

CRM providers seeking to expand their appeal to RIAs must focus on creating a seamless user experience for the advisor. Custodians, for their part, play a key role in the processin...

July, 2022
Javelin Report
Direct Indexing and the Promise of Personalization

Although direct indexing may be understood as an investments solution, it is too powerful to be understood solely in terms of investments. Direct indexing functions as a lever for ...

May, 2022
Javelin Report
PTE 2020-02: New Rules for the Rollover

The IRA rollover has been a flashpoint for the conflicting interests that have roiled the financial advice industry. From an oversight standpoint, the impact of the Department of L...

Events

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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