Bill Grant is the Head of Administration, Technology, and Operations for Private Banking. In this role, he provides strategic direction and oversight over the operations, trading, and technology platforms used to deliver Private Banking’s portfolio of products and services.
Bill joined the firm in 1999 and has been engaged in nearly every facet of the operating environment of Private Banking. He started his career in the middle office focused on billing, portfolio accounting, and alternative asset accounting, and subsequently led Client Service.
Bill received a B.S. in accounting and an MBA from Montclair State University.