Bill Healy is an investment professional, corporate director, and strategic advisor. He serves as an Investment Committee member for family offices, providing oversight on investment policy design, portfolio construction, asset allocation, and manager selection. With over 35 years of experience in investment counseling and portfolio management, he has invested extensively in both public and private markets.
Bill has held senior roles throughout his career, including serving as a Senior Consultant at Prime Quadrant and as Chief Investment Officer and Chief Experience Officer at Portfolio HiWay. He also co-founded Patrimonica Asset Management Inc., the investment arm of a multi-family office based in Montréal, where he was President and Chief Investment Officer. Previously, he was Vice President and Portfolio Manager at TAL Private Management Inc. and McLean Budden Ltd., managing portfolios for wealthy families, family offices, foundations, endowments and corporate pension plans.
Bill holds a BComm in Finance from Concordia University and an MSc in Financial Economics from the University of London. He is a CFA charter holder and has been actively involved with the Kenneth Woods Portfolio Management Program at Concordia’s John Molson School of Business since its inception in 2000 and just recently joined the Investment Committee of the Pension Fund of the Employees of Concordia University.