Bill Ketterer

Bill Ketterer, CFA, is a Portfolio Manager at Smith Group Asset Management, LLC, based in Dallas, Texas, where he has been a key member of the portfolio management team since 2007. In this capacity, he specializes in managing equity portfolios for institutional and high net worth clients, applying both quantitative and fundamental analysis to identify companies with high growth potential and manage risk-controlled portfolios. His work focuses primarily on U.S. and global equities, leveraging an engineering-based investment process to uncover attractive return opportunities in public equity markets.

Prior to joining Smith Group, Mr. Ketterer served as Senior Vice President and Portfolio Manager at Bank of America Private Bank, overseeing investment strategies from 1999 to 2007, and previously worked in corporate development within the healthcare sector. Earlier in his career, he held leadership roles in corporate management, including serving as Vice President and General Manager at a West Coast startup. This diverse background informs his insight into different market sectors, notably healthcare and growth-oriented equities.

Mr. Ketterer holds a BS in Economics from Miami University in Oxford, Ohio, and has completed coursework at the University of California, San Diego, the University of Dallas, and the University of Texas at Dallas. He was awarded the Chartered Financial Analyst (CFA) designation in 2001 and is an active member of the CFA Institute, CFA Society of Dallas-Fort Worth, and the DFW Association for Business Economics, reflecting his ongoing commitment to industry best practices and professional development.