William Chu, CFP®

As Portfolio Manager, William focuses on the design and implementation of investment strategies to help our clients meet their financial goals. He is also responsible for the daily trading of equities and fixed income. His investment management career began at Stratton Management in 2006, which later became Sterling Advisors, a division of BB&T, where he served as a head trader, operations manager, and portfolio trader. Before joining our group in 2019, William was a trader at Schneider Capital, responsible for the day-to-day trading for hedge funds, institutions, and mutual funds, while assisting with managing the firm’s investment portfolios.

William holds a BBA from Temple University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a past member of the Best Execution Committee, the Large Cap Core Investment Committee, past Chairman, GIPS® and Best Practices Committee, and past member of the Financial Management Association. William enjoys cooking, traveling, and spending time with his family.