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Avalon Advisors, LLC is pleased to announce that E. William (“Bill”) Stone has joined the firm as Co-Chief Investment Officer effective October 1st and will transition to the position of Chief Investment Officer at year end. Henry J. Lartigue, Managing Partner and Chief Investment Officer since 2002, will continue to serve on Avalon’s Board of Directors and Investment Strategy Committee, provide leadership to the firm’s investment management team, and manage the Avalon Core Equity Portfolio.
“As we continue to build a multi-generational firm, the addition of Bill sets up Avalon’s investment team for the next generation of investment management and significantly enhances our advisory capabilities,” said Mr. Lartigue.
Mr. Stone joins Avalon with a wealth of experience after spending 18 years with PNC Financial Services Group, Inc., most recently as Global Chief Investment Strategist for PNC Asset Management. He was a member of its Investment Policy Committee with responsibility for oversight of over $140 billion in client assets. Prior to PNC, Mr. Stone served as Chief Investment Officer at First Western Trust Bank, and also worked at Smith Barney after beginning his career at Salomon Brothers.
“Adding a seasoned professional like Bill provides depth to our already well-respected investment management team,” said Chase Robison, President and CEO of Avalon.
Mr. Stone was PNC’s primary media spokesperson, and a frequent guest contributor to CNBC, Bloomberg TV, and Fox Business. He has been quoted in Barron’s, the Wall Street Journal, Bloomberg and other publications.
Mr. Stone earned his B.S. in Finance from the University of Dayton and his M.B.A. from the University of Pittsburgh. He holds the Chartered Financial Analyst® (CFA) and Chartered Market Technician® (CMT) designations.
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January 25, 2017
The Possibilities of Trump's U.S.
December 9, 2016
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October 13, 2016
The Federal Reserve's Anti-Volcker Inflation Revolt
August 24, 2016
Why the Fed Needs to Raise its Inflation Target
August 18, 2016
Is the Rest of the World Ditching America to Trade with China?
August 3, 2016
Has the Federal Reserve Become Congress's Golden Goose?
July 20, 2016
The Fed Must Avoid the 'Credibility Trap'
June 21, 2016
Why the Fed Needs to Make a Policy Error
May 18, 2016
The Fed Faces Its 'Anti-Volcker Moment'
May 9, 2016
The Fed's Critical Global Mandate
April 29, 2016
Why the Federal Reserve Is All Talk
April 26, 2016
Is the Global Middle Class Really Here to Stay?
April 12, 2016
Quarterly and Monthly Notes
Third Quarter, 2018
Second Quarter, 2018
First Quarter, 2018
Third Quarter, 2017
Second Quarter, 2017
First Quarter, 2017
Fourth Quarter, 2016
Third Quarter, 2016
Second Quarter, 2016
News | Press
Avalon Advisors, LLC Announces new Co-Chief Investment Officer
October 2, 2018
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Avalon Advisors Announcement
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