Bill Tantalla

Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns.

Miller seeks to generate superior long-term, risk-adjusted returns by managing balanced global, multi-asset class investment portfolios. They also focus on minimizing negative tax impacts for taxable client portfolios. The firm invests in undervalued asset classes and combines a top-down macro framework with a rigorous analysis of sectors, industries and geographies. Investment opportunities are identified across a wide range of asset classes and global markets.

Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios.

Functions as a College/University