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
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...
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 ...
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
Want to get in touch with us