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Bill Ford
President │ Director of Institutional Asset Management Group at Dividend Assets Capital, LLC
About
Bill Ford is the Managing Director and Head of Institutional Asset Management at Dividend Assets Capital, LLC, based in Boston, MA. In this role, he leads the firm's institutional client relationships, business development, and strategic partnerships with financial intermediaries and institutional investors, focusing on delivering tailored investment solutions and overseeing institutional business growth.
His expertise spans both traditional and alternative investment management, including asset allocation, retirement plan solutions, and insurance strategies. At Dividend Assets Capital, he specializes in dividend growth and income investment strategies, serving institutional and high-net-worth clients, and works extensively with portfolios targeting sustainable income and long-term capital appreciation across equities and select alternatives.
With over 20 years of experience in financial services, Ford previously held senior business development roles at The Arboretum Group (private credit), American Century Investments, Guardian Investor Services, MetLife, and Putnam Investments. He holds a Bachelor’s degree in Business Administration from the University of New Hampshire and is a Certified Financial Planner™ professional, recognized for building long-term relationships and advancing the institutional investing landscape.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Dividend Assets Capital, LLC | President │ Director of Institutional Asset Management Group | Sep 2023 to Present | — |
| DIVIDEND ASSETS CAPITAL, LLC | Managing Director │ Head of Institutional Asset Management Group | Sep 2019 to Present | Oversee the P&L and direct investment management, business development and partnering activities in support of Financial Intermediary and Institutional relationships. Dividend Assets Capital is an ass... |
| American Elm Distribution Partners | Vice President │ Strategic Accounts | Apr 2017 to Aug 2019 | Manage product distribution through direct investment and indirect, financial intermediary platforms in multiple financial services channels including RIAs, Multi-Family Offices, Financial Institution... |
| American Century Investments | Vice President, National Accounts | Jul 2010 to Dec 2016 | Responsible for supporting and growing strategic alliances with key Wealth Management, Insurance (Sub-Advisory) and Custodial partners of American Century Investments. Manage relationships with key h... |
| Summit Financial Corporation | Executive Director, Advisory Services | Jul 2009 to Jul 2010 | Principal in a personal financial planning and wealth management business with targeted expertise in retirement income solutions. |
| Guardian Life | VP and National Accounts Director - Guardian Investor Services LLC | Mar 2000 to Dec 2008 | • Rebuilt and managed the tactical, financial and legal activities associated with running a financial products distribution program with more 900 financial intermediary relationships and $25 billion ... |
| New England Financial | Director, National Accounts Manager | Jan 1998 to Jan 2000 | — |
| Putnam Investments | Relationship Management and Business Development | Jan 1994 to Jan 1998 | — |
Education
University of New Hampshire
Skills & Expertise
Others at Dividend Assets Capital, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager, Private Client Group | Bluffton, SC , United States |
 | Energy Analyst | Savannah, GA , United States |
 | Chief Executive Officer and Portfolio Manager | United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Vice President | Gunderson Capital Management Inc. | Charleston, SC , United States |
