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.
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...
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...
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) ...
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