A 20-year veteran of the convertibles market who began his Wall Street career in 1985, Bill has written two books covering the topic. The most recent, Beating the Indexes: Investing in Convertible Bonds to Improve Performance and Reduce Risk, was published in 2012 by Financial Times Press. Bill blogs on convertibles and related subjects for Forbes.com and has been regularly quoted in leading financial media, including Bloomberg, CNBC and Fox Business.
Bill’s convertible experience spans a wide range of duties.
In convertible arbitrage, Bill managed hedge funds at Clinton Group and FrontPoint Partners, where he was a partner. Bill also ran a proprietary convertible-arbitrage book at Goldman Sachs. On the long-only side, Bill served as a portfolio manager at Wellesley Investment Advisors.
On the sell side, Bill was a managing director and convertible strategist at BTIG LLC. He previously made markets in convertibles, options and structured products at Credit Suisse First Boston and PaineWebber.
Bill has also published regularly throughout his career, including his two books (his first, The Undoing of Cowardice, came out in 2009). As head of U.S. convertibles research at Lehman Brothers, Bill developed one of the first benchmarks for convertible-arbitrage performance and became known as an industry thought leader. At PaineWebber, where he worked in equity-derivatives research before he made markets, Bill wrote a white paper comparing options with basketball. The piece, which makes the rounds on Wall Street annually during March Madness, has been published in major financial websites and derivatives textbooks. Bill is currently working on his third book, provisionally titled Latin, Greek and Money: What You Need to Know. Before graduate school Bill started his Wall Street career as a corporate-finance analyst with Dillon Read.
MBA (with distinction) in finance, The Wharton School, University of Pennsylvania
BA in economics, Phi Beta Kappa, summa cum laude, Yale University
Director of Business Development
John is responsible for all sales and business development at Hillside. He brings 14 years of convertible product experience to Hillside Advisors.
John was most recently a Director of Convertible Bond Sales at UBS Securities where he was responsible for covering more than 30 accounts with total assets under management of over $100 billion. Prior to UBS, he held various convertibles sales and trading positions at William Blair, Knight-Libertas, and Wells Fargo Securities.
John is an active member of the Connecticut Hedge Fund Association. He also maintains active registrations with FINRA and with the State of Connecticut Department of Insurance.
John has three children and resides in Weston, CT. In his spare time, he is an active member of Weston Field Club and has coached youth baseball and basketball. He has also volunteered with the Hidden Acres Therapeutic Riding Center, which is a non-profit, volunteer-supported organization, dedicated to providing the benefits of therapeutic riding and other equine-assisted activities to children and adults with special needs.
B.A. in Communications, Marist College.