Bill Whelan

Bill Whelan is a Partner and Portfolio Manager at Clough Capital Partners L.P. in Boston, Massachusetts, where he co-manages the firm's three closed-end mutual funds. He has over 19 years of experience in investment management and was named Co-Portfolio Manager in 2023, focusing on multi-asset class strategies with particular insight into sectors such as defense, given his recent commentary on industry outlooks.

Prior to joining Clough Capital in 2014, Bill was an Investment Principal at Partners Capital, an investment office specializing in global, multi-asset class portfolio construction for institutional and high-net-worth clients. Earlier in his career, he was an Equity Research Analyst at Millennium Management, a multi-strategy hedge fund, and at Fidelity Management and Research, providing him with a strong analytical background in public equities research.

Bill holds a B.A. in Economics from Harvard College. His expertise spans closed-end fund management, asset allocation, and sector research, and he is recognized for his rigorous, research-driven investment process and extensive experience advising on portfolio strategies across a range of asset classes.