Bill Anderson CFA

Research Analyst

Bill is a Chartered Financial Analyst with a B.A. in English Literature from the University of Illinois at Chicago, and an M.B.A. in Finance from DePaul University.  He began his career at the American Association of Individual Investors, where he researched and wrote articles to help members understand financial concepts and investment criteria.  While there he also created the AAII Sentiment Survey, a contrary indicator designed to identify market peaks and bottoms which is published in Barron’s every week.

Bill was Executive Vice President of Weiser Investment Management, Ltd., a Registered Investment Advisor, for 14 years. He participated in all aspects of the portfolio management process: evaluating client objectives and risk tolerance, building and monitoring portfolios.

Bill has been with Bard for the past 6 years as a research analyst. He is an avid reader, intellectually curious and enjoys people and new ideas.