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William founded Bay Street after 12 years of supporting the largest retirement plan in the US, the federal government's $550B Thrift Savings Plan (TSP). He is an Accredited Investment Fiduciary (AIF) and completed Wharton's Certified Investment Management Analyst program. He currently serves as the Bay Area President for the National Association of Security Professionals (NASP) where he advocates for allocators to engage high-performing, diverse fund managers.
He graduated from Oakwood University, located in his hometown, Huntsville, Alabama. William, his wife, and their son are part of a church family seeking to be the exact reflection of Jesus, the Son of God. He regularly shares what Jesus is doing in his life at https://huiosforever.com/.
Bay Street is an independent investment advisory firm headquartered in Palo Alto, CA. They manage institutional portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, Bay Street places a higher priority on managing total risk and volatility. Year to date, they have generated over 60% returns for their clients, more than 6x the S&P 500.