Willie brings nearly a quarter century of first-hand experience and perspective to his discussion of opportunities and risks in the financial markets.
He spent more than two decades at Baird, a Milwaukee-based financial services firm. Willie left Baird as a Managing Director, and in his role as Investment Strategist and member of the Investment Policy Committee he provided guidance and perspective to the firm’s 1300 financial advisors. During this time, he helped launch and run a suite of tactical ETF portfolios, managing $400 million in client assets.
Prior to launching Hi Mount Research, he was a member of the All Star Charts team, running the ASC+ service that provided independent advisors, RIA’s and others with institutional-level insight and dynamic portfolio guidance.
Willie has Economics degrees from the University of Maryland and the University of Wisconsin-Milwaukee. He approaches the market from both a technical (as a Chartered Market Technician) and fundamental (as a CFA Charterholder) perspective. He finds that the best solutions blend the two and layer in an awareness of investor behavior.
Commentary from Willie on the economy and financial markets has been featured in national, regional and trade media such as The New York Times, BARRON’S and the Wall Street Journal. He has appeared on Fox Business, the Nightly Business Report, and the MoneyLife show.
