Bill Stone

Bill Stone is the Chief Investment Officer and Managing Principal at The Glenview Trust Company, where he leads investment strategy, portfolio construction, and risk management for high net worth individuals, family offices, and institutional clients. In his current role, he is responsible for designing multi-asset class portfolios utilizing active, passive, and factor-based investment approaches, with a focus on cost efficiency and risk control. Stone frequently shares insights on market trends, asset allocation, and investment opportunities across equities, fixed income, and alternatives.

Throughout his distinguished career, Stone has held senior investment leadership positions, including Chief Investment Officer at Stone Investment Partners LLC, Avalon Advisors, and First Western Trust. He also served as Global Chief Investment Strategist at PNC Asset Management Group, guiding global economic and financial market analysis and asset allocation for portfolios totaling over $140 billion in assets. Stone’s experience spans public and private equities, fixed income, alternatives, and global macro strategy.

Bill Stone holds a Bachelor of Science in Finance (cum laude, Honors Program) from the University of Dayton and a Master of Business Administration from the University of Pittsburgh Katz Graduate School of Business. He is both a Chartered Financial Analyst® (CFA®) and Chartered Market Technician (CMT), actively contributing to industry thought leadership through public speaking and financial media appearances, with his commentary featured in major outlets such as Bloomberg, CNBC, Barron’s, and The Wall Street Journal.