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About
William M. is a member of the Investment Research Team at Marshfield Associates, having joined the firm in January 2023. In his current role as Research Assistant, he conducts in-depth analysis of individual equities and supports Marshfield's distinctive value-oriented, bottom-up investment approach, which spans multiple sectors due to the firm's sector-agnostic philosophy. Marshfield's portfolio includes holdings across industrials, consumer discretionary, financial services, and healthcare, reflecting a concentrated yet diverse asset allocation strategy.
Prior to joining Marshfield Associates, William was a Technology Analyst at the Georgetown University Student Investment Fund, where he focused on the technology sector and provided research-driven recommendations on publicly traded technology companies. He also gained policy and organizational experience as a Strategy and Organizing Intern with the Democratic National Committee's White House Special Projects Team.
William earned his Bachelor’s degree in Government from Georgetown University. His background in investment research, technology analysis, and policy equips him to evaluate a broad range of industries, supporting Marshfield Associates’ mission of differentiated investment performance through patient, disciplined research and capital allocation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Marshfield Associates | Investment Research Team | Jan 2023 to Present | — |
| Georgetown University Student Investment Fund | Technology Analyst | Sep 2018 to May 2022 | — |
| Democratic National Committee | White House Special Projects Team | Strategy and Organizing Intern | Jun 2021 to Aug 2021 | — |
| Alpha Epsilon Pi | President of Georgetown Chapter | Dec 2019 to Jan 2021 | — |
| McGregor Industries, Inc | Shopman | Jun 2018 to Aug 2019 | Worked as an iron worker in a miscellaneous metals factory, working on projects for various buildings and jobs in cities of the North Eastern and Mid Western United States. Day to Day tasks included ... |
Education
Georgetown University
Bachelor's degree, Government
2018 — 2022
Scranton Preparatory School
High School Diploma
2014 — 2018
Others at Marshfield Associates (7)
| Name | Role | Location |
|---|---|---|
| Principal | Washington, DC , United States | |
C Carolyn Miller | Principal | Arlington, VA , United States |
| Principal | Washington, DC , United States | |
C Chris Niemczewski | Principal | Washington, DC , United States |
| Principal | Washington, DC , United States | |
| Principal | Washington, DC , United States | |
| Investment Research Team | United States |