Sign in

You're signed outSign in or to get full access.

William M.

William M.

Investment Research Team at Marshfield Associates

United States

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

OrganizationRoleDate RangeDetails
Marshfield AssociatesInvestment Research TeamJan 2023 to Present
Georgetown University Student Investment FundTechnology AnalystSep 2018 to May 2022
Democratic National CommitteeWhite House Special Projects Team | Strategy and Organizing InternJun 2021 to Aug 2021
Alpha Epsilon PiPresident of Georgetown ChapterDec 2019 to Jan 2021
McGregor Industries, IncShopmanJun 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)

NameRoleLocation
Bill Stott
Bill Stott
PrincipalWashington, DC , United States
C
Carolyn Miller
PrincipalArlington, VA , United States
Chad Goldberg
Chad Goldberg
PrincipalWashington, DC , United States
C
Chris Niemczewski
PrincipalWashington, DC , United States
Elise Hoffmann
Elise Hoffmann
PrincipalWashington, DC , United States
Judy Becker
Judy Becker
PrincipalWashington, DC , United States
William McGregor
William McGregor
Investment Research TeamUnited States