E. William Stone, CFA, CMT

E. William “Bill” Stone is a Managing Director and Co-Chief Investment Officer at Avalon Advisors.  Prior to joining Avalon, Bill founded Stone Investment Partners where he applied his expertise in designing multi-asset class portfolios using active, passive and factor (smart beta) investing to help clients reach their objectives while being cognizant of both cost and risk. Bill also spent 18 years with PNC Financial Services Group, Inc., most recently as Global Chief Investment Strategist for PNC Asset Management where he was member of its Investment Policy Committee with responsibility for oversight of over $140 billion in client assets. Prior to this, Bill held positions as Regional Chief Investment Officer at PNC Asset Management, Chief Investment Officer at First Western Trust Bank, and at Smith Barney and Salomon Brothers, where he began his career.  He  co-authored “A Portfolio Strategy with Hedge Funds and Liquid Alternatives” in the Journal of Investment Management. Bill is a frequent guest contributor to CNBC, Bloomberg TV, and Fox Business, and has been quoted in Barron’s, the Wall Street Journal, Bloomberg and other publications.  Bill holds the Chartered Financial Analyst and Chartered Market Technician designations.

 

Education:

• M.B.A. University of Pittsburgh (2003)

• B.S. in Finance University of Dayton (1991)

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