William Chiappone

William Chiappone, CFA, is a Senior Equity Analyst at M.D. Sass, based in Westbury, NY, where he focuses on bottom-up fundamental equity research for the firm's Concentrated Value strategy. He is responsible for identifying and analyzing out-of-favor or misunderstood U.S. mid- and large-cap stocks, employing rigorous financial modeling and valuation frameworks to build high-conviction investment theses. His work emphasizes companies with misunderstood earnings potential, often targeting situations where market consensus underappreciates future growth or operational improvements.

Prior to his current role, Mr. Chiappone served as a Trader and Research Analyst at M.D. Sass from 2020 to 2024 and began his investment career as a middle office analyst at BlueCrest Capital Management. His earlier professional experience also includes roles in investment banking and venture capital, providing him with broad exposure to public and private market analysis and trading.

Mr. Chiappone holds a Bachelor of Science in Finance from the Robert H. Smith School of Business at the University of Maryland and pursued additional finance studies at the Universitat Autònoma de Barcelona. He is a CFA charterholder and has contributed to M.D. Sass’s risk-aware, high-conviction investment process, specializing in equity selection across diverse industries, with particular emphasis on identifying value and growth opportunities in volatile or underappreciated market segments.